Civic Intelligence

Freedom Capital Management LLC

Plan context: Freedom Capital Management LLC 401 K Profit Sharing Plan Trust

EIN 26-1118332 • Colts Neck, NJ • 3 filings • 1 plans

295 State Route 34 Suite 301Colts Neck, NJ 07722
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$20,316

2016 Contributions

$6,469

Historical Graphs

Total Assets Over Time

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

$20,316$10,158$020142015YearValue
$20,316Latest year 2015

Participants Over Time

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

32020142015YearValue
3Latest year 2015

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
201610$0$6,469-
Freedom Capital Management LLC 401 K Profit Sharing Plan Trust-0$0$6,469-
201513$20,316$11,079$3,693iApproximate average salary by contribution assumption: employee only about $92,325 at 4% or $61,550 at 6%; with 50% employer match about $61,550 at 4% or $41,033 at 6%; with 100% employer match about $46,163 at 4% or $30,775 at 6%.
Freedom Capital Management LLC 401 K Profit Sharing Plan Trust-3$20,316$11,079$3,693iApproximate average salary by contribution assumption: employee only about $92,325 at 4% or $61,550 at 6%; with 50% employer match about $61,550 at 4% or $41,033 at 6%; with 100% employer match about $46,163 at 4% or $30,775 at 6%.
201413$9,302$9,096$3,032iApproximate average salary by contribution assumption: employee only about $75,800 at 4% or $50,533 at 6%; with 50% employer match about $50,533 at 4% or $33,689 at 6%; with 100% employer match about $37,900 at 4% or $25,267 at 6%.
Freedom Capital Management LLC 401 K Profit Sharing Plan Trust-3$9,302$9,096$3,032iApproximate average salary by contribution assumption: employee only about $75,800 at 4% or $50,533 at 6%; with 50% employer match about $50,533 at 4% or $33,689 at 6%; with 100% employer match about $37,900 at 4% or $25,267 at 6%.