Cliff Freeman & Partners
Plan context: Cliff Freeman & Partners 401K/Profit Sharing Plan
EIN 13-3920076 • 5 filings • 2 plans
Current Snapshot
Latest Year
2003
2003 Participants
63
2003 Assets
$5,745,726
2003 Contributions
$441,268
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 63 | $5,745,726 | $441,268 | $7,004iApproximate average salary by contribution assumption: employee only about $175,106 at 4% or $116,738 at 6%; with 50% employer match about $116,738 at 4% or $77,825 at 6%; with 100% employer match about $87,553 at 4% or $58,369 at 6%. |
| Cliff Freeman & Partners 401K/Profit Sharing Plan | - | 63 | $5,745,726 | $441,268 | $7,004iApproximate average salary by contribution assumption: employee only about $175,106 at 4% or $116,738 at 6%; with 50% employer match about $116,738 at 4% or $77,825 at 6%; with 100% employer match about $87,553 at 4% or $58,369 at 6%. |
| 2002 | 1 | 58 | $4,565,476 | $678,907 | $11,705iApproximate average salary by contribution assumption: employee only about $292,632 at 4% or $195,088 at 6%; with 50% employer match about $195,088 at 4% or $130,059 at 6%; with 100% employer match about $146,316 at 4% or $97,544 at 6%. |
| Cliff Freeman & Partners 401K/Profit Sharing Plan | - | 58 | $4,565,476 | $678,907 | $11,705iApproximate average salary by contribution assumption: employee only about $292,632 at 4% or $195,088 at 6%; with 50% employer match about $195,088 at 4% or $130,059 at 6%; with 100% employer match about $146,316 at 4% or $97,544 at 6%. |
| 2001 | 1 | 79 | $4,865,024 | $820,282 | $10,383iApproximate average salary by contribution assumption: employee only about $259,583 at 4% or $173,055 at 6%; with 50% employer match about $173,055 at 4% or $115,370 at 6%; with 100% employer match about $129,791 at 4% or $86,528 at 6%. |
| Cliff Freeman & Partners 401K/Profit Sharing Plan | - | 79 | $4,865,024 | $820,282 | $10,383iApproximate average salary by contribution assumption: employee only about $259,583 at 4% or $173,055 at 6%; with 50% employer match about $173,055 at 4% or $115,370 at 6%; with 100% employer match about $129,791 at 4% or $86,528 at 6%. |
| 2000 | 1 | 80 | $4,619,533 | $484,610 | $6,058iApproximate average salary by contribution assumption: employee only about $151,441 at 4% or $100,960 at 6%; with 50% employer match about $100,960 at 4% or $67,307 at 6%; with 100% employer match about $75,720 at 4% or $50,480 at 6%. |
| Cliff Freeman & Partners 401K/Profit Sharing Plan | - | 80 | $4,619,533 | $484,610 | $6,058iApproximate average salary by contribution assumption: employee only about $151,441 at 4% or $100,960 at 6%; with 50% employer match about $100,960 at 4% or $67,307 at 6%; with 100% employer match about $75,720 at 4% or $50,480 at 6%. |
| 1999 | 1 | 35 | $4,384,607 | $17,524 | $501iApproximate average salary by contribution assumption: employee only about $12,517 at 4% or $8,345 at 6%; with 50% employer match about $8,345 at 4% or $5,563 at 6%; with 100% employer match about $6,259 at 4% or $4,172 at 6%. |
| Cliff Freeman & Partners 401K/Profit Sharing Plan | - | 35 | $4,384,607 | $17,524 | $501iApproximate average salary by contribution assumption: employee only about $12,517 at 4% or $8,345 at 6%; with 50% employer match about $8,345 at 4% or $5,563 at 6%; with 100% employer match about $6,259 at 4% or $4,172 at 6%. |