Return to Freedom
Plan context: Return to Freedom 401 K Profit Sharing Plan Trust
EIN 06-1484961 • Lompoc, CA • 11 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$56,762
2025 Contributions
$4,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $56,762 | $4,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| Return to Freedom 401 K Profit Sharing Plan Trust | - | 4 | $56,762 | $4,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2024 | 1 | 4 | $49,803 | $4,244 | $1,061iApproximate average salary by contribution assumption: employee only about $26,525 at 4% or $17,683 at 6%; with 50% employer match about $17,683 at 4% or $11,789 at 6%; with 100% employer match about $13,263 at 4% or $8,842 at 6%. |
| Return to Freedom 401 K Profit Sharing Plan Trust | - | 4 | $49,803 | $4,244 | $1,061iApproximate average salary by contribution assumption: employee only about $26,525 at 4% or $17,683 at 6%; with 50% employer match about $17,683 at 4% or $11,789 at 6%; with 100% employer match about $13,263 at 4% or $8,842 at 6%. |
| 2023 | 1 | 4 | $42,969 | $7,876 | $1,969iApproximate average salary by contribution assumption: employee only about $49,225 at 4% or $32,817 at 6%; with 50% employer match about $32,817 at 4% or $21,878 at 6%; with 100% employer match about $24,613 at 4% or $16,408 at 6%. |
| Return to Freedom 401 K Profit Sharing Plan Trust | - | 4 | $42,969 | $7,876 | $1,969iApproximate average salary by contribution assumption: employee only about $49,225 at 4% or $32,817 at 6%; with 50% employer match about $32,817 at 4% or $21,878 at 6%; with 100% employer match about $24,613 at 4% or $16,408 at 6%. |
| 2022 | 1 | 3 | $31,245 | $691 | $230iApproximate average salary by contribution assumption: employee only about $5,758 at 4% or $3,839 at 6%; with 50% employer match about $3,839 at 4% or $2,559 at 6%; with 100% employer match about $2,879 at 4% or $1,919 at 6%. |
| Return to Freedom 401 K Profit Sharing Plan Trust | - | 3 | $31,245 | $691 | $230iApproximate average salary by contribution assumption: employee only about $5,758 at 4% or $3,839 at 6%; with 50% employer match about $3,839 at 4% or $2,559 at 6%; with 100% employer match about $2,879 at 4% or $1,919 at 6%. |
| 2021 | 1 | 4 | $36,233 | $4,300 | $1,075iApproximate average salary by contribution assumption: employee only about $26,875 at 4% or $17,917 at 6%; with 50% employer match about $17,917 at 4% or $11,944 at 6%; with 100% employer match about $13,438 at 4% or $8,958 at 6%. |
| Return to Freedom 401 K Profit Sharing Plan Trust | - | 4 | $36,233 | $4,300 | $1,075iApproximate average salary by contribution assumption: employee only about $26,875 at 4% or $17,917 at 6%; with 50% employer match about $17,917 at 4% or $11,944 at 6%; with 100% employer match about $13,438 at 4% or $8,958 at 6%. |
| 2020 | 1 | 4 | $29,816 | $4,183 | $1,046iApproximate average salary by contribution assumption: employee only about $26,144 at 4% or $17,429 at 6%; with 50% employer match about $17,429 at 4% or $11,619 at 6%; with 100% employer match about $13,072 at 4% or $8,715 at 6%. |
| Return to Freedom 401 K Profit Sharing Plan Trust | - | 4 | $29,816 | $4,183 | $1,046iApproximate average salary by contribution assumption: employee only about $26,144 at 4% or $17,429 at 6%; with 50% employer match about $17,429 at 4% or $11,619 at 6%; with 100% employer match about $13,072 at 4% or $8,715 at 6%. |
| 2019 | 1 | 4 | $22,348 | $4,043 | $1,011iApproximate average salary by contribution assumption: employee only about $25,269 at 4% or $16,846 at 6%; with 50% employer match about $16,846 at 4% or $11,231 at 6%; with 100% employer match about $12,634 at 4% or $8,423 at 6%. |
| Return to Freedom 401 K Profit Sharing Plan Trust | - | 4 | $22,348 | $4,043 | $1,011iApproximate average salary by contribution assumption: employee only about $25,269 at 4% or $16,846 at 6%; with 50% employer match about $16,846 at 4% or $11,231 at 6%; with 100% employer match about $12,634 at 4% or $8,423 at 6%. |
| 2018 | 1 | 4 | $15,421 | $4,631 | $1,158iApproximate average salary by contribution assumption: employee only about $28,944 at 4% or $19,296 at 6%; with 50% employer match about $19,296 at 4% or $12,864 at 6%; with 100% employer match about $14,472 at 4% or $9,648 at 6%. |
| Return to Freedom 401 K Profit Sharing Plan Trust | - | 4 | $15,421 | $4,631 | $1,158iApproximate average salary by contribution assumption: employee only about $28,944 at 4% or $19,296 at 6%; with 50% employer match about $19,296 at 4% or $12,864 at 6%; with 100% employer match about $14,472 at 4% or $9,648 at 6%. |
| 2017 | 1 | 4 | $11,488 | $4,643 | $1,161iApproximate average salary by contribution assumption: employee only about $29,019 at 4% or $19,346 at 6%; with 50% employer match about $19,346 at 4% or $12,897 at 6%; with 100% employer match about $14,509 at 4% or $9,673 at 6%. |
| Return to Freedom 401 K Profit Sharing Plan Trust | - | 4 | $11,488 | $4,643 | $1,161iApproximate average salary by contribution assumption: employee only about $29,019 at 4% or $19,346 at 6%; with 50% employer match about $19,346 at 4% or $12,897 at 6%; with 100% employer match about $14,509 at 4% or $9,673 at 6%. |
| 2016 | 1 | 4 | $5,868 | $3,763 | $941iApproximate average salary by contribution assumption: employee only about $23,519 at 4% or $15,679 at 6%; with 50% employer match about $15,679 at 4% or $10,453 at 6%; with 100% employer match about $11,759 at 4% or $7,840 at 6%. |
| Return to Freedom 401 K Profit Sharing Plan Trust | - | 4 | $5,868 | $3,763 | $941iApproximate average salary by contribution assumption: employee only about $23,519 at 4% or $15,679 at 6%; with 50% employer match about $15,679 at 4% or $10,453 at 6%; with 100% employer match about $11,759 at 4% or $7,840 at 6%. |
| 2015 | 1 | 4 | $1,740 | $1,751 | $438iApproximate average salary by contribution assumption: employee only about $10,944 at 4% or $7,296 at 6%; with 50% employer match about $7,296 at 4% or $4,864 at 6%; with 100% employer match about $5,472 at 4% or $3,648 at 6%. |
| Return to Freedom 401 K Profit Sharing Plan Trust | - | 4 | $1,740 | $1,751 | $438iApproximate average salary by contribution assumption: employee only about $10,944 at 4% or $7,296 at 6%; with 50% employer match about $7,296 at 4% or $4,864 at 6%; with 100% employer match about $5,472 at 4% or $3,648 at 6%. |