Civic Intelligence

James M. Freeman, M.D.

Plan context: James M. Freeman, M.D. 401(K) Plan and Trust

EIN 04-3513174 • East Longmeadow, MA • 14 filings • 1 plans

265 Benton Drive, Suite 106East Longmeadow, MA 01028
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,476,307

2024 Contributions

$86,536

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,476,307$738,154$0201120172023YearValue
$1,476,307Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320201120172023YearValue
3Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$0-
James M. Freeman, M.D. 401(K) Plan and Trust-0$0--
202313$1,476,307$86,536$28,845iApproximate average salary by contribution assumption: employee only about $721,133 at 4% or $480,756 at 6%; with 50% employer match about $480,756 at 4% or $320,504 at 6%; with 100% employer match about $360,567 at 4% or $240,378 at 6%.
James M. Freeman, M.D. 401(K) Plan and Trust-3$1,476,307$86,536$28,845iApproximate average salary by contribution assumption: employee only about $721,133 at 4% or $480,756 at 6%; with 50% employer match about $480,756 at 4% or $320,504 at 6%; with 100% employer match about $360,567 at 4% or $240,378 at 6%.
202213$1,269,454$79,095$26,365iApproximate average salary by contribution assumption: employee only about $659,125 at 4% or $439,417 at 6%; with 50% employer match about $439,417 at 4% or $292,944 at 6%; with 100% employer match about $329,563 at 4% or $219,708 at 6%.
James M. Freeman, M.D. 401(K) Plan and Trust-3$1,269,454$79,095$26,365iApproximate average salary by contribution assumption: employee only about $659,125 at 4% or $439,417 at 6%; with 50% employer match about $439,417 at 4% or $292,944 at 6%; with 100% employer match about $329,563 at 4% or $219,708 at 6%.
202113$1,302,079$74,797$24,932iApproximate average salary by contribution assumption: employee only about $623,308 at 4% or $415,539 at 6%; with 50% employer match about $415,539 at 4% or $277,026 at 6%; with 100% employer match about $311,654 at 4% or $207,769 at 6%.
James M. Freeman, M.D. 401(K) Plan and Trust-3$1,302,079$74,797$24,932iApproximate average salary by contribution assumption: employee only about $623,308 at 4% or $415,539 at 6%; with 50% employer match about $415,539 at 4% or $277,026 at 6%; with 100% employer match about $311,654 at 4% or $207,769 at 6%.
202012$1,125,171$67,416$33,708iApproximate average salary by contribution assumption: employee only about $842,700 at 4% or $561,800 at 6%; with 50% employer match about $561,800 at 4% or $374,533 at 6%; with 100% employer match about $421,350 at 4% or $280,900 at 6%.
James M. Freeman, M.D. 401(K) Plan and Trust-2$1,125,171$67,416$33,708iApproximate average salary by contribution assumption: employee only about $842,700 at 4% or $561,800 at 6%; with 50% employer match about $561,800 at 4% or $374,533 at 6%; with 100% employer match about $421,350 at 4% or $280,900 at 6%.
201913$1,122,049$66,611$22,204iApproximate average salary by contribution assumption: employee only about $555,092 at 4% or $370,061 at 6%; with 50% employer match about $370,061 at 4% or $246,707 at 6%; with 100% employer match about $277,546 at 4% or $185,031 at 6%.
James M. Freeman, M.D. 401(K) Plan and Trust-3$1,122,049$66,611$22,204iApproximate average salary by contribution assumption: employee only about $555,092 at 4% or $370,061 at 6%; with 50% employer match about $370,061 at 4% or $246,707 at 6%; with 100% employer match about $277,546 at 4% or $185,031 at 6%.
201813$928,507$56,068$18,689iApproximate average salary by contribution assumption: employee only about $467,233 at 4% or $311,489 at 6%; with 50% employer match about $311,489 at 4% or $207,659 at 6%; with 100% employer match about $233,617 at 4% or $155,744 at 6%.
James M. Freeman, M.D. 401(K) Plan and Trust-3$928,507$56,068$18,689iApproximate average salary by contribution assumption: employee only about $467,233 at 4% or $311,489 at 6%; with 50% employer match about $311,489 at 4% or $207,659 at 6%; with 100% employer match about $233,617 at 4% or $155,744 at 6%.
201713$919,188$69,382$23,127iApproximate average salary by contribution assumption: employee only about $578,183 at 4% or $385,456 at 6%; with 50% employer match about $385,456 at 4% or $256,970 at 6%; with 100% employer match about $289,092 at 4% or $192,728 at 6%.
James M. Freeman, M.D. 401(K) Plan and Trust-3$919,188$69,382$23,127iApproximate average salary by contribution assumption: employee only about $578,183 at 4% or $385,456 at 6%; with 50% employer match about $385,456 at 4% or $256,970 at 6%; with 100% employer match about $289,092 at 4% or $192,728 at 6%.
201613$744,869$74,318$24,773iApproximate average salary by contribution assumption: employee only about $619,317 at 4% or $412,878 at 6%; with 50% employer match about $412,878 at 4% or $275,252 at 6%; with 100% employer match about $309,658 at 4% or $206,439 at 6%.
James M. Freeman, M.D. 401(K) Plan and Trust-3$744,869$74,318$24,773iApproximate average salary by contribution assumption: employee only about $619,317 at 4% or $412,878 at 6%; with 50% employer match about $412,878 at 4% or $275,252 at 6%; with 100% employer match about $309,658 at 4% or $206,439 at 6%.
201513$616,256$74,389$24,796iApproximate average salary by contribution assumption: employee only about $619,908 at 4% or $413,272 at 6%; with 50% employer match about $413,272 at 4% or $275,515 at 6%; with 100% employer match about $309,954 at 4% or $206,636 at 6%.
James M. Freeman, M.D. 401(K) Plan and Trust-3$616,256$74,389$24,796iApproximate average salary by contribution assumption: employee only about $619,908 at 4% or $413,272 at 6%; with 50% employer match about $413,272 at 4% or $275,515 at 6%; with 100% employer match about $309,954 at 4% or $206,636 at 6%.
201413$566,032$69,689$23,230iApproximate average salary by contribution assumption: employee only about $580,742 at 4% or $387,161 at 6%; with 50% employer match about $387,161 at 4% or $258,107 at 6%; with 100% employer match about $290,371 at 4% or $193,581 at 6%.
James M. Freeman, M.D. 401(K) Plan and Trust-3$566,032$69,689$23,230iApproximate average salary by contribution assumption: employee only about $580,742 at 4% or $387,161 at 6%; with 50% employer match about $387,161 at 4% or $258,107 at 6%; with 100% employer match about $290,371 at 4% or $193,581 at 6%.
201313$475,965$66,494$22,165iApproximate average salary by contribution assumption: employee only about $554,117 at 4% or $369,411 at 6%; with 50% employer match about $369,411 at 4% or $246,274 at 6%; with 100% employer match about $277,058 at 4% or $184,706 at 6%.
James M. Freeman, M.D. 401(K) Plan and Trust-3$475,965$66,494$22,165iApproximate average salary by contribution assumption: employee only about $554,117 at 4% or $369,411 at 6%; with 50% employer match about $369,411 at 4% or $246,274 at 6%; with 100% employer match about $277,058 at 4% or $184,706 at 6%.
201213$345,613$66,355$22,118iApproximate average salary by contribution assumption: employee only about $552,958 at 4% or $368,639 at 6%; with 50% employer match about $368,639 at 4% or $245,759 at 6%; with 100% employer match about $276,479 at 4% or $184,319 at 6%.
James M. Freeman, M.D. 401(K) Plan and Trust-3$345,613$66,355$22,118iApproximate average salary by contribution assumption: employee only about $552,958 at 4% or $368,639 at 6%; with 50% employer match about $368,639 at 4% or $245,759 at 6%; with 100% employer match about $276,479 at 4% or $184,319 at 6%.
201113$251,576$66,700$22,233iApproximate average salary by contribution assumption: employee only about $555,833 at 4% or $370,556 at 6%; with 50% employer match about $370,556 at 4% or $247,037 at 6%; with 100% employer match about $277,917 at 4% or $185,278 at 6%.
James M. Freeman, M.D. 401(K) Plan and Trust-3$251,576$66,700$22,233iApproximate average salary by contribution assumption: employee only about $555,833 at 4% or $370,556 at 6%; with 50% employer match about $370,556 at 4% or $247,037 at 6%; with 100% employer match about $277,917 at 4% or $185,278 at 6%.