Civic Intelligence

Freemark Financial LLP

Plan context: Freemark Financial LLP 401(K) Plan

EIN 27-3974034 • Beverly Hills, CA • 15 filings • 1 plans

8383 Wilshire Blvd, Ste 1000Beverly Hills, CA 90211
Current Snapshot

Latest Year

2025

2025 Participants

74

2025 Assets

$5,644,353

2025 Contributions

$657,549

Historical Graphs

Total Assets Over Time

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

$5,644,353$2,822,177$0201120182024YearValue
$5,644,353Latest year 2024

Participants Over Time

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

76380201120182024YearValue
74Latest year 2024

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
202510$0$0-
Freemark Financial LLP 401(K) Plan-0$0--
2024174$5,644,353$657,549$8,886iApproximate average salary by contribution assumption: employee only about $222,145 at 4% or $148,097 at 6%; with 50% employer match about $148,097 at 4% or $98,731 at 6%; with 100% employer match about $111,072 at 4% or $74,048 at 6%.
Freemark Financial LLP 401(K) Plan-74$5,644,353$657,549$8,886iApproximate average salary by contribution assumption: employee only about $222,145 at 4% or $148,097 at 6%; with 50% employer match about $148,097 at 4% or $98,731 at 6%; with 100% employer match about $111,072 at 4% or $74,048 at 6%.
2023168$5,054,586$581,496$8,551iApproximate average salary by contribution assumption: employee only about $213,785 at 4% or $142,524 at 6%; with 50% employer match about $142,524 at 4% or $95,016 at 6%; with 100% employer match about $106,893 at 4% or $71,262 at 6%.
Freemark Financial LLP 401(K) Plan-68$5,054,586$581,496$8,551iApproximate average salary by contribution assumption: employee only about $213,785 at 4% or $142,524 at 6%; with 50% employer match about $142,524 at 4% or $95,016 at 6%; with 100% employer match about $106,893 at 4% or $71,262 at 6%.
2022176$3,867,680$599,118$7,883iApproximate average salary by contribution assumption: employee only about $197,078 at 4% or $131,386 at 6%; with 50% employer match about $131,386 at 4% or $87,590 at 6%; with 100% employer match about $98,539 at 4% or $65,693 at 6%.
Freemark Financial LLP 401(K) Plan-76$3,867,680$599,118$7,883iApproximate average salary by contribution assumption: employee only about $197,078 at 4% or $131,386 at 6%; with 50% employer match about $131,386 at 4% or $87,590 at 6%; with 100% employer match about $98,539 at 4% or $65,693 at 6%.
2021169$4,129,723$518,335$7,512iApproximate average salary by contribution assumption: employee only about $187,803 at 4% or $125,202 at 6%; with 50% employer match about $125,202 at 4% or $83,468 at 6%; with 100% employer match about $93,901 at 4% or $62,601 at 6%.
Freemark Financial LLP 401(K) Plan-69$4,129,723$518,335$7,512iApproximate average salary by contribution assumption: employee only about $187,803 at 4% or $125,202 at 6%; with 50% employer match about $125,202 at 4% or $83,468 at 6%; with 100% employer match about $93,901 at 4% or $62,601 at 6%.
2020158$3,245,835$624,428$10,766iApproximate average salary by contribution assumption: employee only about $269,150 at 4% or $179,433 at 6%; with 50% employer match about $179,433 at 4% or $119,622 at 6%; with 100% employer match about $134,575 at 4% or $89,717 at 6%.
Freemark Financial LLP 401(K) Plan-58$3,245,835$624,428$10,766iApproximate average salary by contribution assumption: employee only about $269,150 at 4% or $179,433 at 6%; with 50% employer match about $179,433 at 4% or $119,622 at 6%; with 100% employer match about $134,575 at 4% or $89,717 at 6%.
2019154$2,376,486$397,825$7,367iApproximate average salary by contribution assumption: employee only about $184,178 at 4% or $122,785 at 6%; with 50% employer match about $122,785 at 4% or $81,857 at 6%; with 100% employer match about $92,089 at 4% or $61,393 at 6%.
Freemark Financial LLP 401(K) Plan-54$2,376,486$397,825$7,367iApproximate average salary by contribution assumption: employee only about $184,178 at 4% or $122,785 at 6%; with 50% employer match about $122,785 at 4% or $81,857 at 6%; with 100% employer match about $92,089 at 4% or $61,393 at 6%.
2018160$1,745,684$324,970$5,416iApproximate average salary by contribution assumption: employee only about $135,404 at 4% or $90,269 at 6%; with 50% employer match about $90,269 at 4% or $60,180 at 6%; with 100% employer match about $67,702 at 4% or $45,135 at 6%.
Freemark Financial LLP 401(K) Plan-60$1,745,684$324,970$5,416iApproximate average salary by contribution assumption: employee only about $135,404 at 4% or $90,269 at 6%; with 50% employer match about $90,269 at 4% or $60,180 at 6%; with 100% employer match about $67,702 at 4% or $45,135 at 6%.
2017149$1,539,648$114,250$2,332iApproximate average salary by contribution assumption: employee only about $58,291 at 4% or $38,861 at 6%; with 50% employer match about $38,861 at 4% or $25,907 at 6%; with 100% employer match about $29,145 at 4% or $19,430 at 6%.
Freemark Financial LLP 401(K) Plan-49$1,539,648$114,250$2,332iApproximate average salary by contribution assumption: employee only about $58,291 at 4% or $38,861 at 6%; with 50% employer match about $38,861 at 4% or $25,907 at 6%; with 100% employer match about $29,145 at 4% or $19,430 at 6%.
2016148$1,231,607$230,748$4,807iApproximate average salary by contribution assumption: employee only about $120,181 at 4% or $80,121 at 6%; with 50% employer match about $80,121 at 4% or $53,414 at 6%; with 100% employer match about $60,091 at 4% or $40,060 at 6%.
Freemark Financial LLP 401(K) Plan-48$1,231,607$230,748$4,807iApproximate average salary by contribution assumption: employee only about $120,181 at 4% or $80,121 at 6%; with 50% employer match about $80,121 at 4% or $53,414 at 6%; with 100% employer match about $60,091 at 4% or $40,060 at 6%.
2015141$973,505$113,823$2,776iApproximate average salary by contribution assumption: employee only about $69,404 at 4% or $46,270 at 6%; with 50% employer match about $46,270 at 4% or $30,846 at 6%; with 100% employer match about $34,702 at 4% or $23,135 at 6%.
Freemark Financial LLP 401(K) Plan-41$973,505$113,823$2,776iApproximate average salary by contribution assumption: employee only about $69,404 at 4% or $46,270 at 6%; with 50% employer match about $46,270 at 4% or $30,846 at 6%; with 100% employer match about $34,702 at 4% or $23,135 at 6%.
2014132$890,288$109,145$3,411iApproximate average salary by contribution assumption: employee only about $85,270 at 4% or $56,846 at 6%; with 50% employer match about $56,846 at 4% or $37,898 at 6%; with 100% employer match about $42,635 at 4% or $28,423 at 6%.
Freemark Financial LLP 401(K) Plan-32$890,288$109,145$3,411iApproximate average salary by contribution assumption: employee only about $85,270 at 4% or $56,846 at 6%; with 50% employer match about $56,846 at 4% or $37,898 at 6%; with 100% employer match about $42,635 at 4% or $28,423 at 6%.
2013121$950,697$201,339$9,588iApproximate average salary by contribution assumption: employee only about $239,689 at 4% or $159,793 at 6%; with 50% employer match about $159,793 at 4% or $106,529 at 6%; with 100% employer match about $119,845 at 4% or $79,896 at 6%.
Freemark Financial LLP 401(K) Plan-21$950,697$201,339$9,588iApproximate average salary by contribution assumption: employee only about $239,689 at 4% or $159,793 at 6%; with 50% employer match about $159,793 at 4% or $106,529 at 6%; with 100% employer match about $119,845 at 4% or $79,896 at 6%.
201217$580,215$132,150$18,879iApproximate average salary by contribution assumption: employee only about $471,964 at 4% or $314,643 at 6%; with 50% employer match about $314,643 at 4% or $209,762 at 6%; with 100% employer match about $235,982 at 4% or $157,321 at 6%.
Freemark Financial LLP 401(K) Plan-7$580,215$132,150$18,879iApproximate average salary by contribution assumption: employee only about $471,964 at 4% or $314,643 at 6%; with 50% employer match about $314,643 at 4% or $209,762 at 6%; with 100% employer match about $235,982 at 4% or $157,321 at 6%.
201117$399,773$425,410$60,773iApproximate average salary by contribution assumption: employee only about $1,519,321 at 4% or $1,012,881 at 6%; with 50% employer match about $1,012,881 at 4% or $675,254 at 6%; with 100% employer match about $759,661 at 4% or $506,440 at 6%.
Freemark Financial LLP 401(K) Plan-7$399,773$425,410$60,773iApproximate average salary by contribution assumption: employee only about $1,519,321 at 4% or $1,012,881 at 6%; with 50% employer match about $1,012,881 at 4% or $675,254 at 6%; with 100% employer match about $759,661 at 4% or $506,440 at 6%.