FORVIS, LLP EMPLOYEES' SAVINGS PLAN I

Plan Contact

  • Address: 910 E. ST. LOUIS STREET,,SPRINGFIELD,MO
  • Contact person: LORI HALEY
  • Phone: (417) 831-7283

Plan General Information

FORVIS, LLP EMPLOYEES' SAVINGS PLAN I Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of FORVIS, LLP EMPLOYEES' SAVINGS PLAN I is $1,016,251,159.00.This plan was established in 1987.

FORVIS, LLP EMPLOYEES' SAVINGS PLAN I Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in FORVIS, LLP EMPLOYEES' SAVINGS PLAN I is 5342

FORVIS, LLP EMPLOYEES' SAVINGS PLAN I Average Participant Retirement Account Value

In 2023, the average participant retirement account value for FORVIS, LLP EMPLOYEES' SAVINGS PLAN I is $190,237.00

FORVIS, LLP EMPLOYEES' SAVINGS PLAN I Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for FORVIS, LLP EMPLOYEES' SAVINGS PLAN I is $12,529.00.

FORVIS, LLP EMPLOYEES' SAVINGS PLAN I Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in FORVIS, LLP EMPLOYEES' SAVINGS PLAN I is approximately $4,876.00
Investing in this additonal $4,876.00 for 20 years would give you extra $312,124.00, assuming a 10% annual return.

FORVIS, LLP EMPLOYEES' SAVINGS PLAN I Total Employer Contribution and Match Rate

In 2023, FORVIS, LLP EMPLOYEES' SAVINGS PLAN I allocates $26,052,678.00 to match its employees' contributions, providing an employer match rate of 77.85% of their contributions

FORVIS, LLP EMPLOYEES' SAVINGS PLAN I Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of FORVIS, LLP EMPLOYEES' SAVINGS PLAN I is 52.53%.

FORVIS, LLP EMPLOYEES' SAVINGS PLAN I Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for FORVIS, LLP EMPLOYEES' SAVINGS PLAN I is 31.11%. This measures the effectiveness of the plan participants' investments in the year.

FORVIS, LLP EMPLOYEES' SAVINGS PLAN I Expense Ratio

In 2023, the investment and administrative expense ratio of FORVIS, LLP EMPLOYEES' SAVINGS PLAN I is 0.00%.

Enrollment Features

FORVIS, LLP EMPLOYEES' SAVINGS PLAN I has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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