Fort Recovery Equity Exchange Co.
Plan context: F.R.E.E. 401K Plan and Trust
EIN 34-4235460 • Ft. Recovery, OH • 25 filings • 5 plans
Current Snapshot
Latest Year
2013
2013 Participants
70
2013 Assets
$2,921,173
2013 Contributions
$232,265
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $232,265 | - |
| F.R.E.E. 401K Plan and Trust | - | 0 | $0 | $232,265 | - |
| 2012 | 1 | 70 | $2,921,173 | $244,524 | $3,493iApproximate average salary by contribution assumption: employee only about $87,330 at 4% or $58,220 at 6%; with 50% employer match about $58,220 at 4% or $38,813 at 6%; with 100% employer match about $43,665 at 4% or $29,110 at 6%. |
| F.R.E.E. 401K Plan and Trust | - | 70 | $2,921,173 | $244,524 | $3,493iApproximate average salary by contribution assumption: employee only about $87,330 at 4% or $58,220 at 6%; with 50% employer match about $58,220 at 4% or $38,813 at 6%; with 100% employer match about $43,665 at 4% or $29,110 at 6%. |
| 2011 | 1 | 88 | $2,505,455 | $248,151 | $2,820iApproximate average salary by contribution assumption: employee only about $70,497 at 4% or $46,998 at 6%; with 50% employer match about $46,998 at 4% or $31,332 at 6%; with 100% employer match about $35,249 at 4% or $23,499 at 6%. |
| F.R.E.E. 401K Plan and Trust | - | 88 | $2,505,455 | $248,151 | $2,820iApproximate average salary by contribution assumption: employee only about $70,497 at 4% or $46,998 at 6%; with 50% employer match about $46,998 at 4% or $31,332 at 6%; with 100% employer match about $35,249 at 4% or $23,499 at 6%. |
| 2010 | 1 | 136 | $2,437,554 | $244,510 | $1,798iApproximate average salary by contribution assumption: employee only about $44,947 at 4% or $29,964 at 6%; with 50% employer match about $29,964 at 4% or $19,976 at 6%; with 100% employer match about $22,473 at 4% or $14,982 at 6%. |
| F.R.E.E. 401K Plan and Trust | - | 136 | $2,437,554 | $244,510 | $1,798iApproximate average salary by contribution assumption: employee only about $44,947 at 4% or $29,964 at 6%; with 50% employer match about $29,964 at 4% or $19,976 at 6%; with 100% employer match about $22,473 at 4% or $14,982 at 6%. |
| 2009 | 1 | 104 | $2,192,929 | $223,894 | $2,153iApproximate average salary by contribution assumption: employee only about $53,821 at 4% or $35,880 at 6%; with 50% employer match about $35,880 at 4% or $23,920 at 6%; with 100% employer match about $26,910 at 4% or $17,940 at 6%. |
| F.R.E.E. 401K Plan and Trust | - | 104 | $2,192,929 | $223,894 | $2,153iApproximate average salary by contribution assumption: employee only about $53,821 at 4% or $35,880 at 6%; with 50% employer match about $35,880 at 4% or $23,920 at 6%; with 100% employer match about $26,910 at 4% or $17,940 at 6%. |
| 2008 | 2 | 104 | $1,578,319 | $179,689 | $1,728iApproximate average salary by contribution assumption: employee only about $43,194 at 4% or $28,796 at 6%; with 50% employer match about $28,796 at 4% or $19,198 at 6%; with 100% employer match about $21,597 at 4% or $14,398 at 6%. |
| F.R.E.E. 401K Plan and Trust | - | 104 | $1,578,319 | $179,689 | $1,728iApproximate average salary by contribution assumption: employee only about $43,194 at 4% or $28,796 at 6%; with 50% employer match about $28,796 at 4% or $19,198 at 6%; with 100% employer match about $21,597 at 4% or $14,398 at 6%. |
| Fort Recovery Equity Exchange Co. Health & Welfare Benefit Plan | - | 0 | - | - | - |
| 2007 | 2 | 103 | $2,312,763 | $162,479 | $1,577iApproximate average salary by contribution assumption: employee only about $39,437 at 4% or $26,291 at 6%; with 50% employer match about $26,291 at 4% or $17,527 at 6%; with 100% employer match about $19,718 at 4% or $13,146 at 6%. |
| F.R.E.E. 401K Plan and Trust | - | 103 | $2,312,763 | $162,479 | $1,577iApproximate average salary by contribution assumption: employee only about $39,437 at 4% or $26,291 at 6%; with 50% employer match about $26,291 at 4% or $17,527 at 6%; with 100% employer match about $19,718 at 4% or $13,146 at 6%. |
| Fort Recovery Equity Exchange Co. Health & Welfare Benefit Plan | - | 3 | - | - | - |
| 2006 | 2 | 122 | $2,160,571 | $153,822 | $1,261iApproximate average salary by contribution assumption: employee only about $31,521 at 4% or $21,014 at 6%; with 50% employer match about $21,014 at 4% or $14,009 at 6%; with 100% employer match about $15,760 at 4% or $10,507 at 6%. |
| F.R.E.E. 401K Plan and Trust | - | 100 | $2,160,571 | $153,822 | $1,538iApproximate average salary by contribution assumption: employee only about $38,456 at 4% or $25,637 at 6%; with 50% employer match about $25,637 at 4% or $17,091 at 6%; with 100% employer match about $19,228 at 4% or $12,819 at 6%. |
| Fort Recovery Equity Exchange Co. Health & Welfare Benefit Plan | - | 122 | - | - | - |
| 2005 | 2 | 112 | $1,871,203 | $901,091 | $8,045iApproximate average salary by contribution assumption: employee only about $201,136 at 4% or $134,091 at 6%; with 50% employer match about $134,091 at 4% or $89,394 at 6%; with 100% employer match about $100,568 at 4% or $67,045 at 6%. |
| F.R.E.E. 401K Plan and Trust | - | 88 | $1,820,876 | $149,649 | $1,701iApproximate average salary by contribution assumption: employee only about $42,514 at 4% or $28,343 at 6%; with 50% employer match about $28,343 at 4% or $18,895 at 6%; with 100% employer match about $21,257 at 4% or $14,171 at 6%. |
| Fort Recovery Equity Exchange Co. Health & Welfare Benefit Plan | - | 112 | $50,327 | $751,442 | $6,709iApproximate average salary by contribution assumption: employee only about $167,733 at 4% or $111,822 at 6%; with 50% employer match about $111,822 at 4% or $74,548 at 6%; with 100% employer match about $83,866 at 4% or $55,911 at 6%. |
| 2004 | 2 | 108 | $1,609,913 | $967,754 | $8,961iApproximate average salary by contribution assumption: employee only about $224,017 at 4% or $149,345 at 6%; with 50% employer match about $149,345 at 4% or $99,563 at 6%; with 100% employer match about $112,009 at 4% or $74,672 at 6%. |
| F.R.E.E. 401K Plan and Trust | - | 88 | $1,567,438 | $159,095 | $1,808iApproximate average salary by contribution assumption: employee only about $45,197 at 4% or $30,132 at 6%; with 50% employer match about $30,132 at 4% or $20,088 at 6%; with 100% employer match about $22,599 at 4% or $15,066 at 6%. |
| Fort Recovery Equity Exchange Co. Health & Welfare Benefit Plan | - | 108 | $42,475 | $808,659 | $7,488iApproximate average salary by contribution assumption: employee only about $187,190 at 4% or $124,793 at 6%; with 50% employer match about $124,793 at 4% or $83,195 at 6%; with 100% employer match about $93,595 at 4% or $62,397 at 6%. |
| 2003 | 2 | 124 | $1,381,391 | $884,050 | $7,129iApproximate average salary by contribution assumption: employee only about $178,236 at 4% or $118,824 at 6%; with 50% employer match about $118,824 at 4% or $79,216 at 6%; with 100% employer match about $89,118 at 4% or $59,412 at 6%. |
| F.R.E.E. 401K Plan and Trust | - | 88 | $1,349,244 | $134,596 | $1,530iApproximate average salary by contribution assumption: employee only about $38,238 at 4% or $25,492 at 6%; with 50% employer match about $25,492 at 4% or $16,994 at 6%; with 100% employer match about $19,119 at 4% or $12,746 at 6%. |
| Fort Recovery Equity Exchange Co. Health & Welfare Benefit Plan | - | 124 | $32,147 | $749,454 | $6,044iApproximate average salary by contribution assumption: employee only about $151,100 at 4% or $100,733 at 6%; with 50% employer match about $100,733 at 4% or $67,155 at 6%; with 100% employer match about $75,550 at 4% or $50,367 at 6%. |
| 2002 | 2 | 116 | $1,030,874 | $127,416 | $1,098iApproximate average salary by contribution assumption: employee only about $27,460 at 4% or $18,307 at 6%; with 50% employer match about $18,307 at 4% or $12,205 at 6%; with 100% employer match about $13,730 at 4% or $9,153 at 6%. |
| F.R.E.E. 401K Plan and Trust | - | 101 | $1,030,874 | $127,416 | $1,262iApproximate average salary by contribution assumption: employee only about $31,539 at 4% or $21,026 at 6%; with 50% employer match about $21,026 at 4% or $14,017 at 6%; with 100% employer match about $15,769 at 4% or $10,513 at 6%. |
| Fort Recovery Equity Exchange Co. Health & Welfare Benefit Plan | - | 116 | - | - | - |
| 2001 | 2 | 101 | $1,634,420 | $471,322 | $4,667iApproximate average salary by contribution assumption: employee only about $116,664 at 4% or $77,776 at 6%; with 50% employer match about $77,776 at 4% or $51,851 at 6%; with 100% employer match about $58,332 at 4% or $38,888 at 6%. |
| F.R.E.E. 401K Plan and Trust | - | 95 | $1,334,840 | $143,212 | $1,507iApproximate average salary by contribution assumption: employee only about $37,687 at 4% or $25,125 at 6%; with 50% employer match about $25,125 at 4% or $16,750 at 6%; with 100% employer match about $18,844 at 4% or $12,562 at 6%. |
| Fort Recovery Equity Exchange Co. Health & Welfare Benefit Plan | - | 101 | $299,580 | $328,110 | $3,249iApproximate average salary by contribution assumption: employee only about $81,215 at 4% or $54,144 at 6%; with 50% employer match about $54,144 at 4% or $36,096 at 6%; with 100% employer match about $40,608 at 4% or $27,072 at 6%. |
| 2000 | 2 | 97 | $1,370,161 | $182,729 | $1,884iApproximate average salary by contribution assumption: employee only about $47,095 at 4% or $31,397 at 6%; with 50% employer match about $31,397 at 4% or $20,931 at 6%; with 100% employer match about $23,548 at 4% or $15,698 at 6%. |
| F.R.E.E. 401K Plan and Trust | - | 87 | $1,370,161 | $182,729 | $2,100iApproximate average salary by contribution assumption: employee only about $52,508 at 4% or $35,006 at 6%; with 50% employer match about $35,006 at 4% or $23,337 at 6%; with 100% employer match about $26,254 at 4% or $17,503 at 6%. |
| Fort Recovery Equity Exchange Co. Health & Welfare Benefit Plan | - | 97 | - | - | - |
| 1999 | 2 | 121 | $2,068,818 | $764,993 | $6,322iApproximate average salary by contribution assumption: employee only about $158,056 at 4% or $105,371 at 6%; with 50% employer match about $105,371 at 4% or $70,247 at 6%; with 100% employer match about $79,028 at 4% or $52,685 at 6%. |
| F.R.E.E. 401K Plan and Trust | - | 121 | $1,789,247 | $311,794 | $2,577iApproximate average salary by contribution assumption: employee only about $64,420 at 4% or $42,947 at 6%; with 50% employer match about $42,947 at 4% or $28,631 at 6%; with 100% employer match about $32,210 at 4% or $21,473 at 6%. |
| Fort Recovery Equity Exchange Co. Health & Welfare Benefit Plan | - | 119 | $279,571 | $453,199 | $3,808iApproximate average salary by contribution assumption: employee only about $95,210 at 4% or $63,473 at 6%; with 50% employer match about $63,473 at 4% or $42,315 at 6%; with 100% employer match about $47,605 at 4% or $31,737 at 6%. |