Civic Intelligence

Ron H. Freeman Ltd. Co

Plan context: Hfj Defined Contribution Plan and Trust

EIN 04-3668851 • Belleair Bluffs, FL • 10 filings • 2 plans

100 Indian Rocks Road NorthBelleair Bluffs, FL 33770
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$985,423

2023 Contributions

$154,800

Historical Graphs

Total Assets Over Time

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

$985,423$492,712$0201420182022YearValue
$985,423Latest year 2022

Participants Over Time

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

740201420182022YearValue
6Latest year 2022

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
202310$0$0-
Hfj Defined Contribution Plan and Trust-0$0--
202216$985,423$154,800$25,800iApproximate average salary by contribution assumption: employee only about $645,000 at 4% or $430,000 at 6%; with 50% employer match about $430,000 at 4% or $286,667 at 6%; with 100% employer match about $322,500 at 4% or $215,000 at 6%.
Hfj Defined Contribution Plan and Trust-6$985,423$154,800$25,800iApproximate average salary by contribution assumption: employee only about $645,000 at 4% or $430,000 at 6%; with 50% employer match about $430,000 at 4% or $286,667 at 6%; with 100% employer match about $322,500 at 4% or $215,000 at 6%.
202117$921,181$162,715$23,245iApproximate average salary by contribution assumption: employee only about $581,125 at 4% or $387,417 at 6%; with 50% employer match about $387,417 at 4% or $258,278 at 6%; with 100% employer match about $290,563 at 4% or $193,708 at 6%.
Hfj Defined Contribution Plan and Trust-7$921,181$162,715$23,245iApproximate average salary by contribution assumption: employee only about $581,125 at 4% or $387,417 at 6%; with 50% employer match about $387,417 at 4% or $258,278 at 6%; with 100% employer match about $290,563 at 4% or $193,708 at 6%.
202017$695,084$160,456$22,922iApproximate average salary by contribution assumption: employee only about $573,057 at 4% or $382,038 at 6%; with 50% employer match about $382,038 at 4% or $254,692 at 6%; with 100% employer match about $286,529 at 4% or $191,019 at 6%.
Hfj Defined Contribution Plan and Trust-7$695,084$160,456$22,922iApproximate average salary by contribution assumption: employee only about $573,057 at 4% or $382,038 at 6%; with 50% employer match about $382,038 at 4% or $254,692 at 6%; with 100% employer match about $286,529 at 4% or $191,019 at 6%.
201916$509,025$118,343$19,724iApproximate average salary by contribution assumption: employee only about $493,096 at 4% or $328,731 at 6%; with 50% employer match about $328,731 at 4% or $219,154 at 6%; with 100% employer match about $246,548 at 4% or $164,365 at 6%.
Hfj Defined Contribution Plan and Trust-6$509,025$118,343$19,724iApproximate average salary by contribution assumption: employee only about $493,096 at 4% or $328,731 at 6%; with 50% employer match about $328,731 at 4% or $219,154 at 6%; with 100% employer match about $246,548 at 4% or $164,365 at 6%.
201817$343,523$100,554$14,365iApproximate average salary by contribution assumption: employee only about $359,121 at 4% or $239,414 at 6%; with 50% employer match about $239,414 at 4% or $159,610 at 6%; with 100% employer match about $179,561 at 4% or $119,707 at 6%.
Hfj Defined Contribution Plan and Trust-7$343,523$100,554$14,365iApproximate average salary by contribution assumption: employee only about $359,121 at 4% or $239,414 at 6%; with 50% employer match about $239,414 at 4% or $159,610 at 6%; with 100% employer match about $179,561 at 4% or $119,707 at 6%.
201715$275,819$82,033$16,407iApproximate average salary by contribution assumption: employee only about $410,165 at 4% or $273,443 at 6%; with 50% employer match about $273,443 at 4% or $182,296 at 6%; with 100% employer match about $205,082 at 4% or $136,722 at 6%.
Hfj Defined Contribution Plan and Trust-5$275,819$82,033$16,407iApproximate average salary by contribution assumption: employee only about $410,165 at 4% or $273,443 at 6%; with 50% employer match about $273,443 at 4% or $182,296 at 6%; with 100% employer match about $205,082 at 4% or $136,722 at 6%.
201615$179,754$46,849$9,370iApproximate average salary by contribution assumption: employee only about $234,245 at 4% or $156,163 at 6%; with 50% employer match about $156,163 at 4% or $104,109 at 6%; with 100% employer match about $117,122 at 4% or $78,082 at 6%.
Hfj Defined Contribution Plan and Trust-5$179,754$46,849$9,370iApproximate average salary by contribution assumption: employee only about $234,245 at 4% or $156,163 at 6%; with 50% employer match about $156,163 at 4% or $104,109 at 6%; with 100% employer match about $117,122 at 4% or $78,082 at 6%.
201515$130,524$60,518$12,104iApproximate average salary by contribution assumption: employee only about $302,590 at 4% or $201,727 at 6%; with 50% employer match about $201,727 at 4% or $134,484 at 6%; with 100% employer match about $151,295 at 4% or $100,863 at 6%.
Hfj Defined Contribution Plan and Trust-5$130,524$60,518$12,104iApproximate average salary by contribution assumption: employee only about $302,590 at 4% or $201,727 at 6%; with 50% employer match about $201,727 at 4% or $134,484 at 6%; with 100% employer match about $151,295 at 4% or $100,863 at 6%.
201415$70,000$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Hfj Defined Contribution Plan and Trust-5$70,000$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.