Capfinancial Partners LLC
Plan context: FREEDOM ONE RETIREMENT SERVICES 401K PLAN & TRUST
EIN 26-0058143 • Clarkston, MI • 17 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,753
2024 Assets
$409
2024 Contributions
$59,797
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 1,753 | $0 | $0 | - |
| Capfinancial Partners Group Welfare Plan | - | 1,753 | - | - | - |
| 2023 | 1 | 1,315 | $0 | $0 | - |
| Capfinancial Partners Group Welfare Plan | - | 1,315 | - | - | - |
| 2022 | 1 | 1,193 | $0 | $0 | - |
| Capfinancial Partners Group Welfare Plan | - | 1,193 | - | - | - |
| 2021 | 1 | 965 | $0 | $0 | - |
| Capfinancial Partners Group Welfare Plan | - | 965 | - | - | - |
| 2020 | 1 | 759 | $0 | $0 | - |
| Capfinancial Partners Group Welfare Plan | - | 759 | - | - | - |
| 2019 | 1 | 609 | $0 | $0 | - |
| Capfinancial Partners Group Welfare Plan | - | 609 | - | - | - |
| 2018 | 1 | 535 | $0 | $0 | - |
| Capfinancial Partners Group Welfare Plan | - | 535 | - | - | - |
| 2017 | 1 | 379 | $0 | $0 | - |
| Capfinancial Partners Group Welfare Plan | - | 379 | - | - | - |
| 2016 | 1 | 340 | $0 | $0 | - |
| Capfinancial Partners Group Welfare Plan | - | 340 | - | - | - |
| 2015 | 1 | 286 | $0 | $0 | - |
| Capfinancial Partners Group Welfare Plan | - | 286 | - | - | - |
| 2014 | 1 | 254 | $0 | $0 | - |
| Capfinancial Partners Group Welfare Plan | - | 254 | - | - | - |
| 2013 | 2 | 241 | $409 | $59,797 | $248iApproximate average salary by contribution assumption: employee only about $6,203 at 4% or $4,135 at 6%; with 50% employer match about $4,135 at 4% or $2,757 at 6%; with 100% employer match about $3,102 at 4% or $2,068 at 6%. |
| FREEDOM ONE RETIREMENT SERVICES 401K PLAN & TRUST | - | 36 | $409 | $59,797 | $1,661iApproximate average salary by contribution assumption: employee only about $41,526 at 4% or $27,684 at 6%; with 50% employer match about $27,684 at 4% or $18,456 at 6%; with 100% employer match about $20,763 at 4% or $13,842 at 6%. |
| Capfinancial Partners Group Welfare Plan | - | 241 | - | - | - |
| 2012 | 1 | 209 | $0 | $0 | - |
| Capfinancial Partners Group Welfare Plan | - | 209 | - | - | - |
| 2011 | 1 | 151 | $0 | $0 | - |
| Capfinancial Partners Group Welfare Plan | - | 151 | - | - | - |
| 2010 | 1 | 137 | $0 | $0 | - |
| Capfinancial Partners Group Welfare Plan | - | 137 | - | - | - |
| 2009 | 1 | 137 | $0 | $0 | - |
| Capfinancial Partners Group Welfare Plan | - | 137 | - | - | - |