Civic Intelligence

Freeman Orthodontics

Plan context: Freeman Orthodontics Cash Balance Plan

EIN 43-2034317 • Sarasota, FL • 26 filings • 3 plans

2050 Proctor Road, Suite ASarasota, FL 34231
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$3,764,994

2025 Contributions

$250,000

Historical Graphs

Total Assets Over Time

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

$4,784,350$2,392,175$0201120182025YearValue
$3,764,994Latest year 2025

Participants Over Time

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

1680201120182025YearValue
16Latest year 2025

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
2025116$3,764,994$250,000$15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%.
Freeman Orthodontics Cash Balance Plan-16$3,764,994$250,000$15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%.
2024214$4,784,350$358,550$25,611iApproximate average salary by contribution assumption: employee only about $640,268 at 4% or $426,845 at 6%; with 50% employer match about $426,845 at 4% or $284,563 at 6%; with 100% employer match about $320,134 at 4% or $213,423 at 6%.
Freeman Orthodontics Cash Balance Plan-13$3,122,612$250,000$19,231iApproximate average salary by contribution assumption: employee only about $480,769 at 4% or $320,513 at 6%; with 50% employer match about $320,513 at 4% or $213,675 at 6%; with 100% employer match about $240,385 at 4% or $160,256 at 6%.
Freeman Orthodontics 401(K) Plan-14$1,661,738$108,550$7,754iApproximate average salary by contribution assumption: employee only about $193,839 at 4% or $129,226 at 6%; with 50% employer match about $129,226 at 4% or $86,151 at 6%; with 100% employer match about $96,920 at 4% or $64,613 at 6%.
2023215$4,015,323$323,217$21,548iApproximate average salary by contribution assumption: employee only about $538,695 at 4% or $359,130 at 6%; with 50% employer match about $359,130 at 4% or $239,420 at 6%; with 100% employer match about $269,348 at 4% or $179,565 at 6%.
Freeman Orthodontics Cash Balance Plan-14$2,624,018$225,000$16,071iApproximate average salary by contribution assumption: employee only about $401,786 at 4% or $267,857 at 6%; with 50% employer match about $267,857 at 4% or $178,571 at 6%; with 100% employer match about $200,893 at 4% or $133,929 at 6%.
Freeman Orthodontics 401(K) Plan-15$1,391,305$98,217$6,548iApproximate average salary by contribution assumption: employee only about $163,695 at 4% or $109,130 at 6%; with 50% employer match about $109,130 at 4% or $72,753 at 6%; with 100% employer match about $81,848 at 4% or $54,565 at 6%.
2022212$3,372,043$516,561$43,047iApproximate average salary by contribution assumption: employee only about $1,076,169 at 4% or $717,446 at 6%; with 50% employer match about $717,446 at 4% or $478,297 at 6%; with 100% employer match about $538,084 at 4% or $358,723 at 6%.
Freeman Orthodontics Cash Balance Plan-9$2,273,365$430,000$47,778iApproximate average salary by contribution assumption: employee only about $1,194,444 at 4% or $796,296 at 6%; with 50% employer match about $796,296 at 4% or $530,864 at 6%; with 100% employer match about $597,222 at 4% or $398,148 at 6%.
Freeman Orthodontics 401(K) Plan-12$1,098,678$86,561$7,213iApproximate average salary by contribution assumption: employee only about $180,335 at 4% or $120,224 at 6%; with 50% employer match about $120,224 at 4% or $80,149 at 6%; with 100% employer match about $90,168 at 4% or $60,112 at 6%.
2021216$3,298,382$451,036$28,190iApproximate average salary by contribution assumption: employee only about $704,744 at 4% or $469,829 at 6%; with 50% employer match about $469,829 at 4% or $313,219 at 6%; with 100% employer match about $352,372 at 4% or $234,915 at 6%.
Freeman Orthodontics Cash Balance Plan-14$1,962,128$360,000$25,714iApproximate average salary by contribution assumption: employee only about $642,857 at 4% or $428,571 at 6%; with 50% employer match about $428,571 at 4% or $285,714 at 6%; with 100% employer match about $321,429 at 4% or $214,286 at 6%.
Freeman Orthodontics 401(K) Plan-16$1,336,254$91,036$5,690iApproximate average salary by contribution assumption: employee only about $142,244 at 4% or $94,829 at 6%; with 50% employer match about $94,829 at 4% or $63,219 at 6%; with 100% employer match about $71,122 at 4% or $47,415 at 6%.
2020216$2,616,534$401,126$25,070iApproximate average salary by contribution assumption: employee only about $626,759 at 4% or $417,840 at 6%; with 50% employer match about $417,840 at 4% or $278,560 at 6%; with 100% employer match about $313,380 at 4% or $208,920 at 6%.
Freeman Orthodontics Cash Balance Plan-14$1,419,670$310,000$22,143iApproximate average salary by contribution assumption: employee only about $553,571 at 4% or $369,048 at 6%; with 50% employer match about $369,048 at 4% or $246,032 at 6%; with 100% employer match about $276,786 at 4% or $184,524 at 6%.
Freeman Orthodontics 401(K) Plan-16$1,196,864$91,126$5,695iApproximate average salary by contribution assumption: employee only about $142,384 at 4% or $94,923 at 6%; with 50% employer match about $94,923 at 4% or $63,282 at 6%; with 100% employer match about $71,192 at 4% or $47,461 at 6%.
2019216$2,018,787$288,788$18,049iApproximate average salary by contribution assumption: employee only about $451,231 at 4% or $300,821 at 6%; with 50% employer match about $300,821 at 4% or $200,547 at 6%; with 100% employer match about $225,616 at 4% or $150,410 at 6%.
Freeman Orthodontics Cash Balance Plan-13$1,054,770$210,000$16,154iApproximate average salary by contribution assumption: employee only about $403,846 at 4% or $269,231 at 6%; with 50% employer match about $269,231 at 4% or $179,487 at 6%; with 100% employer match about $201,923 at 4% or $134,615 at 6%.
Freeman Orthodontics 401(K) Plan-16$964,017$78,788$4,924iApproximate average salary by contribution assumption: employee only about $123,106 at 4% or $82,071 at 6%; with 50% employer match about $82,071 at 4% or $54,714 at 6%; with 100% employer match about $61,553 at 4% or $41,035 at 6%.
2018210$1,424,232$233,536$23,354iApproximate average salary by contribution assumption: employee only about $583,840 at 4% or $389,227 at 6%; with 50% employer match about $389,227 at 4% or $259,484 at 6%; with 100% employer match about $291,920 at 4% or $194,613 at 6%.
Freeman Orthodontics 401(K) Plan-10$725,371$73,536$7,354iApproximate average salary by contribution assumption: employee only about $183,840 at 4% or $122,560 at 6%; with 50% employer match about $122,560 at 4% or $81,707 at 6%; with 100% employer match about $91,920 at 4% or $61,280 at 6%.
Freeman Orthodontics Cash Balance Plan-9$698,861$160,000$17,778iApproximate average salary by contribution assumption: employee only about $444,444 at 4% or $296,296 at 6%; with 50% employer match about $296,296 at 4% or $197,531 at 6%; with 100% employer match about $222,222 at 4% or $148,148 at 6%.
2017210$1,253,736$271,361$27,136iApproximate average salary by contribution assumption: employee only about $678,403 at 4% or $452,268 at 6%; with 50% employer match about $452,268 at 4% or $301,512 at 6%; with 100% employer match about $339,201 at 4% or $226,134 at 6%.
Freeman Orthodontics 401(K) Plan-10$689,772$81,361$8,136iApproximate average salary by contribution assumption: employee only about $203,403 at 4% or $135,602 at 6%; with 50% employer match about $135,602 at 4% or $90,401 at 6%; with 100% employer match about $101,701 at 4% or $67,801 at 6%.
Freeman Orthodontics Cash Balance Plan-8$563,964$190,000$23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%.
2016210$921,809$171,995$17,200iApproximate average salary by contribution assumption: employee only about $429,988 at 4% or $286,658 at 6%; with 50% employer match about $286,658 at 4% or $191,106 at 6%; with 100% employer match about $214,994 at 4% or $143,329 at 6%.
Freeman Orthodontics 401(K) Plan-10$575,603$66,995$6,700iApproximate average salary by contribution assumption: employee only about $167,488 at 4% or $111,658 at 6%; with 50% employer match about $111,658 at 4% or $74,439 at 6%; with 100% employer match about $83,744 at 4% or $55,829 at 6%.
Freeman Orthodontics Cash Balance Plan-8$346,206$105,000$13,125iApproximate average salary by contribution assumption: employee only about $328,125 at 4% or $218,750 at 6%; with 50% employer match about $218,750 at 4% or $145,833 at 6%; with 100% employer match about $164,063 at 4% or $109,375 at 6%.
201529$657,404$188,543$20,949iApproximate average salary by contribution assumption: employee only about $523,731 at 4% or $349,154 at 6%; with 50% employer match about $349,154 at 4% or $232,769 at 6%; with 100% employer match about $261,865 at 4% or $174,577 at 6%.
Freeman Orthodontics 401(K) Plan-9$444,111$68,543$7,616iApproximate average salary by contribution assumption: employee only about $190,397 at 4% or $126,931 at 6%; with 50% employer match about $126,931 at 4% or $84,621 at 6%; with 100% employer match about $95,199 at 4% or $63,466 at 6%.
Freeman Orthodontics Cash Balance Plan-7$213,293$120,000$17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%.
201427$483,671$166,958$23,851iApproximate average salary by contribution assumption: employee only about $596,279 at 4% or $397,519 at 6%; with 50% employer match about $397,519 at 4% or $265,013 at 6%; with 100% employer match about $298,139 at 4% or $198,760 at 6%.
Freeman Orthodontics 401(K) Plan-7$387,837$71,958$10,280iApproximate average salary by contribution assumption: employee only about $256,993 at 4% or $171,329 at 6%; with 50% employer match about $171,329 at 4% or $114,219 at 6%; with 100% employer match about $128,496 at 4% or $85,664 at 6%.
Freeman Orthodontics Cash Balance Plan-6$95,834$95,000$15,833iApproximate average salary by contribution assumption: employee only about $395,833 at 4% or $263,889 at 6%; with 50% employer match about $263,889 at 4% or $175,926 at 6%; with 100% employer match about $197,917 at 4% or $131,944 at 6%.
201319$303,957$108,456$12,051iApproximate average salary by contribution assumption: employee only about $301,267 at 4% or $200,844 at 6%; with 50% employer match about $200,844 at 4% or $133,896 at 6%; with 100% employer match about $150,633 at 4% or $100,422 at 6%.
Freeman Orthodontics 401(K) Plan-9$303,957$108,456$12,051iApproximate average salary by contribution assumption: employee only about $301,267 at 4% or $200,844 at 6%; with 50% employer match about $200,844 at 4% or $133,896 at 6%; with 100% employer match about $150,633 at 4% or $100,422 at 6%.
201218$164,503$97,977$12,247iApproximate average salary by contribution assumption: employee only about $306,178 at 4% or $204,119 at 6%; with 50% employer match about $204,119 at 4% or $136,079 at 6%; with 100% employer match about $153,089 at 4% or $102,059 at 6%.
Freeman Orthodontics 401(K) Plan-8$164,503$97,977$12,247iApproximate average salary by contribution assumption: employee only about $306,178 at 4% or $204,119 at 6%; with 50% employer match about $204,119 at 4% or $136,079 at 6%; with 100% employer match about $153,089 at 4% or $102,059 at 6%.
201114$56,670$60,656$15,164iApproximate average salary by contribution assumption: employee only about $379,100 at 4% or $252,733 at 6%; with 50% employer match about $252,733 at 4% or $168,489 at 6%; with 100% employer match about $189,550 at 4% or $126,367 at 6%.
Freeman Orthodontics 401(K) Plan-4$56,670$60,656$15,164iApproximate average salary by contribution assumption: employee only about $379,100 at 4% or $252,733 at 6%; with 50% employer match about $252,733 at 4% or $168,489 at 6%; with 100% employer match about $189,550 at 4% or $126,367 at 6%.