Roger a. Freeman, M.D.
Plan context: Roger a. Freeman, M.D. 401(K) Profit Sharing Plan
EIN 33-0691765 • San Diego, CA • 37 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$3,433,809
2024 Contributions
$82,135
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 | 3 | $3,433,809 | $82,135 | $27,378iApproximate average salary by contribution assumption: employee only about $684,458 at 4% or $456,306 at 6%; with 50% employer match about $456,306 at 4% or $304,204 at 6%; with 100% employer match about $342,229 at 4% or $228,153 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 3 | $3,433,809 | $82,135 | $27,378iApproximate average salary by contribution assumption: employee only about $684,458 at 4% or $456,306 at 6%; with 50% employer match about $456,306 at 4% or $304,204 at 6%; with 100% employer match about $342,229 at 4% or $228,153 at 6%. |
| 2023 | 1 | 3 | $3,260,701 | $85,775 | $28,592iApproximate average salary by contribution assumption: employee only about $714,792 at 4% or $476,528 at 6%; with 50% employer match about $476,528 at 4% or $317,685 at 6%; with 100% employer match about $357,396 at 4% or $238,264 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 3 | $3,260,701 | $85,775 | $28,592iApproximate average salary by contribution assumption: employee only about $714,792 at 4% or $476,528 at 6%; with 50% employer match about $476,528 at 4% or $317,685 at 6%; with 100% employer match about $357,396 at 4% or $238,264 at 6%. |
| 2022 | 1 | 4 | $3,091,170 | $76,590 | $19,148iApproximate average salary by contribution assumption: employee only about $478,688 at 4% or $319,125 at 6%; with 50% employer match about $319,125 at 4% or $212,750 at 6%; with 100% employer match about $239,344 at 4% or $159,563 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 4 | $3,091,170 | $76,590 | $19,148iApproximate average salary by contribution assumption: employee only about $478,688 at 4% or $319,125 at 6%; with 50% employer match about $319,125 at 4% or $212,750 at 6%; with 100% employer match about $239,344 at 4% or $159,563 at 6%. |
| 2021 | 1 | 4 | $3,718,777 | $72,543 | $18,136iApproximate average salary by contribution assumption: employee only about $453,394 at 4% or $302,263 at 6%; with 50% employer match about $302,263 at 4% or $201,508 at 6%; with 100% employer match about $226,697 at 4% or $151,131 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 4 | $3,718,777 | $72,543 | $18,136iApproximate average salary by contribution assumption: employee only about $453,394 at 4% or $302,263 at 6%; with 50% employer match about $302,263 at 4% or $201,508 at 6%; with 100% employer match about $226,697 at 4% or $151,131 at 6%. |
| 2020 | 1 | 4 | $3,467,989 | $72,141 | $18,035iApproximate average salary by contribution assumption: employee only about $450,881 at 4% or $300,588 at 6%; with 50% employer match about $300,588 at 4% or $200,392 at 6%; with 100% employer match about $225,441 at 4% or $150,294 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 4 | $3,467,989 | $72,141 | $18,035iApproximate average salary by contribution assumption: employee only about $450,881 at 4% or $300,588 at 6%; with 50% employer match about $300,588 at 4% or $200,392 at 6%; with 100% employer match about $225,441 at 4% or $150,294 at 6%. |
| 2019 | 1 | 5 | $3,384,606 | $68,011 | $13,602iApproximate average salary by contribution assumption: employee only about $340,055 at 4% or $226,703 at 6%; with 50% employer match about $226,703 at 4% or $151,136 at 6%; with 100% employer match about $170,028 at 4% or $113,352 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 5 | $3,384,606 | $68,011 | $13,602iApproximate average salary by contribution assumption: employee only about $340,055 at 4% or $226,703 at 6%; with 50% employer match about $226,703 at 4% or $151,136 at 6%; with 100% employer match about $170,028 at 4% or $113,352 at 6%. |
| 2018 | 1 | 5 | $2,874,115 | $70,262 | $14,052iApproximate average salary by contribution assumption: employee only about $351,310 at 4% or $234,207 at 6%; with 50% employer match about $234,207 at 4% or $156,138 at 6%; with 100% employer match about $175,655 at 4% or $117,103 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 5 | $2,874,115 | $70,262 | $14,052iApproximate average salary by contribution assumption: employee only about $351,310 at 4% or $234,207 at 6%; with 50% employer match about $234,207 at 4% or $156,138 at 6%; with 100% employer match about $175,655 at 4% or $117,103 at 6%. |
| 2017 | 1 | 4 | $3,087,918 | $63,572 | $15,893iApproximate average salary by contribution assumption: employee only about $397,325 at 4% or $264,883 at 6%; with 50% employer match about $264,883 at 4% or $176,589 at 6%; with 100% employer match about $198,663 at 4% or $132,442 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 4 | $3,087,918 | $63,572 | $15,893iApproximate average salary by contribution assumption: employee only about $397,325 at 4% or $264,883 at 6%; with 50% employer match about $264,883 at 4% or $176,589 at 6%; with 100% employer match about $198,663 at 4% or $132,442 at 6%. |
| 2016 | 1 | 4 | $2,868,551 | $24,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 4 | $2,868,551 | $24,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2015 | 1 | 4 | $2,763,015 | $75,691 | $18,923iApproximate average salary by contribution assumption: employee only about $473,069 at 4% or $315,379 at 6%; with 50% employer match about $315,379 at 4% or $210,253 at 6%; with 100% employer match about $236,534 at 4% or $157,690 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 4 | $2,763,015 | $75,691 | $18,923iApproximate average salary by contribution assumption: employee only about $473,069 at 4% or $315,379 at 6%; with 50% employer match about $315,379 at 4% or $210,253 at 6%; with 100% employer match about $236,534 at 4% or $157,690 at 6%. |
| 2014 | 1 | 3 | $2,800,392 | $67,281 | $22,427iApproximate average salary by contribution assumption: employee only about $560,675 at 4% or $373,783 at 6%; with 50% employer match about $373,783 at 4% or $249,189 at 6%; with 100% employer match about $280,338 at 4% or $186,892 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 3 | $2,800,392 | $67,281 | $22,427iApproximate average salary by contribution assumption: employee only about $560,675 at 4% or $373,783 at 6%; with 50% employer match about $373,783 at 4% or $249,189 at 6%; with 100% employer match about $280,338 at 4% or $186,892 at 6%. |
| 2013 | 2 | 2 | $2,604,857 | $2,287,429 | $1,143,715iApproximate average salary by contribution assumption: employee only about $28,592,863 at 4% or $19,061,908 at 6%; with 50% employer match about $19,061,908 at 4% or $12,707,939 at 6%; with 100% employer match about $14,296,431 at 4% or $9,530,954 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 2 | $2,604,857 | $2,112,717 | $1,056,359iApproximate average salary by contribution assumption: employee only about $26,408,963 at 4% or $17,605,975 at 6%; with 50% employer match about $17,605,975 at 4% or $11,737,317 at 6%; with 100% employer match about $13,204,481 at 4% or $8,802,988 at 6%. |
| Roger a. Freeman, M.D. Defiend Benefit Pension Plan | - | 0 | - | $174,712 | - |
| 2012 | 2 | 5 | $2,259,069 | $172,500 | $34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%. |
| Roger a. Freeman, M.D. Defiend Benefit Pension Plan | - | 4 | $2,071,296 | $148,782 | $37,196iApproximate average salary by contribution assumption: employee only about $929,888 at 4% or $619,925 at 6%; with 50% employer match about $619,925 at 4% or $413,283 at 6%; with 100% employer match about $464,944 at 4% or $309,963 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 5 | $187,773 | $23,718 | $4,744iApproximate average salary by contribution assumption: employee only about $118,590 at 4% or $79,060 at 6%; with 50% employer match about $79,060 at 4% or $52,707 at 6%; with 100% employer match about $59,295 at 4% or $39,530 at 6%. |
| 2011 | 2 | 5 | $2,146,041 | $150,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Roger a. Freeman, M.D. Defiend Benefit Pension Plan | - | 4 | $1,991,670 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 5 | $154,371 | $0 | - |
| 2010 | 3 | 4 | $3,895,117 | $397,184 | $99,296iApproximate average salary by contribution assumption: employee only about $2,482,400 at 4% or $1,654,933 at 6%; with 50% employer match about $1,654,933 at 4% or $1,103,289 at 6%; with 100% employer match about $1,241,200 at 4% or $827,467 at 6%. |
| ROGER A. FREEMAN, M.D. DEFINED BENEFIT PENSION PLAN | - | 3 | $1,875,178 | $197,184 | $65,728iApproximate average salary by contribution assumption: employee only about $1,643,200 at 4% or $1,095,467 at 6%; with 50% employer match about $1,095,467 at 4% or $730,311 at 6%; with 100% employer match about $821,600 at 4% or $547,733 at 6%. |
| Roger a. Freeman, M.D. Defiend Benefit Pension Plan | - | 3 | $1,875,178 | $197,184 | $65,728iApproximate average salary by contribution assumption: employee only about $1,643,200 at 4% or $1,095,467 at 6%; with 50% employer match about $1,095,467 at 4% or $730,311 at 6%; with 100% employer match about $821,600 at 4% or $547,733 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 4 | $144,761 | $2,816 | $704iApproximate average salary by contribution assumption: employee only about $17,600 at 4% or $11,733 at 6%; with 50% employer match about $11,733 at 4% or $7,822 at 6%; with 100% employer match about $8,800 at 4% or $5,867 at 6%. |
| 2009 | 2 | 4 | $1,813,184 | $228,314 | $57,079iApproximate average salary by contribution assumption: employee only about $1,426,963 at 4% or $951,308 at 6%; with 50% employer match about $951,308 at 4% or $634,206 at 6%; with 100% employer match about $713,481 at 4% or $475,654 at 6%. |
| Roger a. Freeman, M.D. Defiend Benefit Pension Plan | - | 4 | $1,683,056 | $195,329 | $48,832iApproximate average salary by contribution assumption: employee only about $1,220,806 at 4% or $813,871 at 6%; with 50% employer match about $813,871 at 4% or $542,581 at 6%; with 100% employer match about $610,403 at 4% or $406,935 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 4 | $130,128 | $32,985 | $8,246iApproximate average salary by contribution assumption: employee only about $206,156 at 4% or $137,438 at 6%; with 50% employer match about $137,438 at 4% or $91,625 at 6%; with 100% employer match about $103,078 at 4% or $68,719 at 6%. |
| 2008 | 2 | 4 | $91,069 | $29,449 | $7,362iApproximate average salary by contribution assumption: employee only about $184,056 at 4% or $122,704 at 6%; with 50% employer match about $122,704 at 4% or $81,803 at 6%; with 100% employer match about $92,028 at 4% or $61,352 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 4 | $91,069 | $29,449 | $7,362iApproximate average salary by contribution assumption: employee only about $184,056 at 4% or $122,704 at 6%; with 50% employer match about $122,704 at 4% or $81,803 at 6%; with 100% employer match about $92,028 at 4% or $61,352 at 6%. |
| Roger a. Freeman, M.D. Defiend Benefit Pension Plan | - | 4 | - | - | - |
| 2007 | 2 | 4 | $0 | $0 | - |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| Roger a. Freeman, M.D. Defiend Benefit Pension Plan | - | 4 | - | - | - |
| 2006 | 2 | 3 | $1,564,783 | $324,432 | $108,144iApproximate average salary by contribution assumption: employee only about $2,703,600 at 4% or $1,802,400 at 6%; with 50% employer match about $1,802,400 at 4% or $1,201,600 at 6%; with 100% employer match about $1,351,800 at 4% or $901,200 at 6%. |
| Roger a. Freeman, M.D. Defiend Benefit Pension Plan | - | 3 | $1,500,459 | $301,995 | $100,665iApproximate average salary by contribution assumption: employee only about $2,516,625 at 4% or $1,677,750 at 6%; with 50% employer match about $1,677,750 at 4% or $1,118,500 at 6%; with 100% employer match about $1,258,313 at 4% or $838,875 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 3 | $64,324 | $22,437 | $7,479iApproximate average salary by contribution assumption: employee only about $186,975 at 4% or $124,650 at 6%; with 50% employer match about $124,650 at 4% or $83,100 at 6%; with 100% employer match about $93,488 at 4% or $62,325 at 6%. |
| 2005 | 2 | 3 | $1,228,534 | $322,739 | $107,580iApproximate average salary by contribution assumption: employee only about $2,689,492 at 4% or $1,792,994 at 6%; with 50% employer match about $1,792,994 at 4% or $1,195,330 at 6%; with 100% employer match about $1,344,746 at 4% or $896,497 at 6%. |
| Roger a. Freeman, M.D. Defiend Benefit Pension Plan | - | 3 | $1,191,262 | $304,739 | $101,580iApproximate average salary by contribution assumption: employee only about $2,539,492 at 4% or $1,692,994 at 6%; with 50% employer match about $1,692,994 at 4% or $1,128,663 at 6%; with 100% employer match about $1,269,746 at 4% or $846,497 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 2 | $37,272 | $18,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2004 | 2 | 2 | $900,910 | $221,616 | $110,808iApproximate average salary by contribution assumption: employee only about $2,770,200 at 4% or $1,846,800 at 6%; with 50% employer match about $1,846,800 at 4% or $1,231,200 at 6%; with 100% employer match about $1,385,100 at 4% or $923,400 at 6%. |
| Roger a. Freeman, M.D. Defiend Benefit Pension Plan | - | 2 | $883,994 | $204,700 | $102,350iApproximate average salary by contribution assumption: employee only about $2,558,750 at 4% or $1,705,833 at 6%; with 50% employer match about $1,705,833 at 4% or $1,137,222 at 6%; with 100% employer match about $1,279,375 at 4% or $852,917 at 6%. |
| Roger a. Freeman, M.D. 401(K) Profit Sharing Plan | - | 2 | $16,916 | $16,916 | $8,458iApproximate average salary by contribution assumption: employee only about $211,450 at 4% or $140,967 at 6%; with 50% employer match about $140,967 at 4% or $93,978 at 6%; with 100% employer match about $105,725 at 4% or $70,483 at 6%. |
| 2003 | 1 | 3 | $661,485 | $191,184 | $63,728iApproximate average salary by contribution assumption: employee only about $1,593,200 at 4% or $1,062,133 at 6%; with 50% employer match about $1,062,133 at 4% or $708,089 at 6%; with 100% employer match about $796,600 at 4% or $531,067 at 6%. |
| Roger a. Freeman, M.D. Defiend Benefit Pension Plan | - | 3 | $661,485 | $191,184 | $63,728iApproximate average salary by contribution assumption: employee only about $1,593,200 at 4% or $1,062,133 at 6%; with 50% employer match about $1,062,133 at 4% or $708,089 at 6%; with 100% employer match about $796,600 at 4% or $531,067 at 6%. |
| 2002 | 1 | 3 | $308,313 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| Roger a. Freeman, M.D. Defiend Benefit Pension Plan | - | 3 | $308,313 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Roger a. Freeman, M.D. Defiend Benefit Pension Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $185,081 | $101,065 | $33,688iApproximate average salary by contribution assumption: employee only about $842,208 at 4% or $561,472 at 6%; with 50% employer match about $561,472 at 4% or $374,315 at 6%; with 100% employer match about $421,104 at 4% or $280,736 at 6%. |
| Roger a. Freeman, M.D. Defiend Benefit Pension Plan | - | 3 | $185,081 | $101,065 | $33,688iApproximate average salary by contribution assumption: employee only about $842,208 at 4% or $561,472 at 6%; with 50% employer match about $561,472 at 4% or $374,315 at 6%; with 100% employer match about $421,104 at 4% or $280,736 at 6%. |
| 1999 | 1 | 3 | $103,631 | $0 | - |
| Roger a. Freeman, M.D. Defiend Benefit Pension Plan | - | 3 | $103,631 | - | - |