Civic Intelligence

J. L. FREEMAN ASSOCIATES, INC.

Plan context: Freeman & Co. LLC 401K Defined Contribution Plan

EIN 13-3663096 • 13 filings • 8 plans

Current Snapshot

Latest Year

2004

2004 Participants

10

2004 Assets

$1,620,880

2004 Contributions

$265,597

Historical Graphs

Total Assets Over Time

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

$1,620,880$810,440$0199920022004YearValue
$1,620,880Latest year 2004

Participants Over Time

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

1370199920022004YearValue
10Latest year 2004

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
2004210$1,620,880$265,597$26,560iApproximate average salary by contribution assumption: employee only about $663,993 at 4% or $442,662 at 6%; with 50% employer match about $442,662 at 4% or $295,108 at 6%; with 100% employer match about $331,996 at 4% or $221,331 at 6%.
Freeman & Co. LLC 401K Defined Contribution Plan-10$1,620,880$265,597$26,560iApproximate average salary by contribution assumption: employee only about $663,993 at 4% or $442,662 at 6%; with 50% employer match about $442,662 at 4% or $295,108 at 6%; with 100% employer match about $331,996 at 4% or $221,331 at 6%.
Freeman & Co. LLC Money Purchase Plan-0---
2003212$1,325,030$267,000$22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%.
Freeman & Co. LLC 401K Defined Contribution Plan-12$908,096$267,000$22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%.
Freeman & Co. LLC Money Purchase Plan-12$416,934--
2002310$932,403$218,374$21,837iApproximate average salary by contribution assumption: employee only about $545,935 at 4% or $363,957 at 6%; with 50% employer match about $363,957 at 4% or $242,638 at 6%; with 100% employer match about $272,968 at 4% or $181,978 at 6%.
Freeman & Co. LLC 401K Defined Contribution Plan-10$553,481$218,374$21,837iApproximate average salary by contribution assumption: employee only about $545,935 at 4% or $363,957 at 6%; with 50% employer match about $363,957 at 4% or $242,638 at 6%; with 100% employer match about $272,968 at 4% or $181,978 at 6%.
Freeman & Co. LLC Money Purchase Plan-10$378,922--
J.L. FREEMAN ASSOCIATES, INC. DEFINED BENEFIT PLAN AND TRUST-7---
2001213$0$0-
Freeman & Co. LLC 401K Defined Contribution Plan-13---
Freeman & Co. LLC Money Purchase Plan-13---
2000211$805,418$290,065$26,370iApproximate average salary by contribution assumption: employee only about $659,239 at 4% or $439,492 at 6%; with 50% employer match about $439,492 at 4% or $292,995 at 6%; with 100% employer match about $329,619 at 4% or $219,746 at 6%.
Freeman & Co. LLC Money Purchase Plan-11$404,864$142,500$12,955iApproximate average salary by contribution assumption: employee only about $323,864 at 4% or $215,909 at 6%; with 50% employer match about $215,909 at 4% or $143,939 at 6%; with 100% employer match about $161,932 at 4% or $107,955 at 6%.
Freeman & Co. LLC 401K Defined Contribution Plan-11$400,554$147,565$13,415iApproximate average salary by contribution assumption: employee only about $335,375 at 4% or $223,583 at 6%; with 50% employer match about $223,583 at 4% or $149,056 at 6%; with 100% employer match about $167,688 at 4% or $111,792 at 6%.
1999211$513,578$256,289$23,299iApproximate average salary by contribution assumption: employee only about $582,475 at 4% or $388,317 at 6%; with 50% employer match about $388,317 at 4% or $258,878 at 6%; with 100% employer match about $291,238 at 4% or $194,158 at 6%.
Freeman & Co. LLC Money Purchase Plan-11$257,602$139,072$12,643iApproximate average salary by contribution assumption: employee only about $316,073 at 4% or $210,715 at 6%; with 50% employer match about $210,715 at 4% or $140,477 at 6%; with 100% employer match about $158,036 at 4% or $105,358 at 6%.
Freeman & Co. LLC 401K Defined Contribution Plan-11$255,976$117,217$10,656iApproximate average salary by contribution assumption: employee only about $266,402 at 4% or $177,602 at 6%; with 50% employer match about $177,602 at 4% or $118,401 at 6%; with 100% employer match about $133,201 at 4% or $88,801 at 6%.