Civic Intelligence

Freedom Wealth Partners Inc.

Plan context: Freedom Wealth Partners 401(K) Plan

EIN 45-5253301 • Kennesaw, GA • 11 filings • 1 plans

1690 Stone Village Lane, NWSuite 221Kennesaw, GA 30152
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$2,076,612

2025 Contributions

$121,328

Historical Graphs

Total Assets Over Time

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

$2,076,612$1,038,306$0201520202025YearValue
$2,076,612Latest year 2025

Participants Over Time

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

420201520202025YearValue
4Latest 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
202514$2,076,612$121,328$30,332iApproximate average salary by contribution assumption: employee only about $758,300 at 4% or $505,533 at 6%; with 50% employer match about $505,533 at 4% or $337,022 at 6%; with 100% employer match about $379,150 at 4% or $252,767 at 6%.
Freedom Wealth Partners 401(K) Plan-4$2,076,612$121,328$30,332iApproximate average salary by contribution assumption: employee only about $758,300 at 4% or $505,533 at 6%; with 50% employer match about $505,533 at 4% or $337,022 at 6%; with 100% employer match about $379,150 at 4% or $252,767 at 6%.
202413$1,673,623$106,385$35,462iApproximate average salary by contribution assumption: employee only about $886,542 at 4% or $591,028 at 6%; with 50% employer match about $591,028 at 4% or $394,019 at 6%; with 100% employer match about $443,271 at 4% or $295,514 at 6%.
Freedom Wealth Partners 401(K) Plan-3$1,673,623$106,385$35,462iApproximate average salary by contribution assumption: employee only about $886,542 at 4% or $591,028 at 6%; with 50% employer match about $591,028 at 4% or $394,019 at 6%; with 100% employer match about $443,271 at 4% or $295,514 at 6%.
202313$1,336,731$86,320$28,773iApproximate average salary by contribution assumption: employee only about $719,333 at 4% or $479,556 at 6%; with 50% employer match about $479,556 at 4% or $319,704 at 6%; with 100% employer match about $359,667 at 4% or $239,778 at 6%.
Freedom Wealth Partners 401(K) Plan-3$1,336,731$86,320$28,773iApproximate average salary by contribution assumption: employee only about $719,333 at 4% or $479,556 at 6%; with 50% employer match about $479,556 at 4% or $319,704 at 6%; with 100% employer match about $359,667 at 4% or $239,778 at 6%.
202213$1,034,077$70,100$23,367iApproximate average salary by contribution assumption: employee only about $584,167 at 4% or $389,444 at 6%; with 50% employer match about $389,444 at 4% or $259,630 at 6%; with 100% employer match about $292,083 at 4% or $194,722 at 6%.
Freedom Wealth Partners 401(K) Plan-3$1,034,077$70,100$23,367iApproximate average salary by contribution assumption: employee only about $584,167 at 4% or $389,444 at 6%; with 50% employer match about $389,444 at 4% or $259,630 at 6%; with 100% employer match about $292,083 at 4% or $194,722 at 6%.
202113$1,163,169$105,652$35,217iApproximate average salary by contribution assumption: employee only about $880,433 at 4% or $586,956 at 6%; with 50% employer match about $586,956 at 4% or $391,304 at 6%; with 100% employer match about $440,217 at 4% or $293,478 at 6%.
Freedom Wealth Partners 401(K) Plan-3$1,163,169$105,652$35,217iApproximate average salary by contribution assumption: employee only about $880,433 at 4% or $586,956 at 6%; with 50% employer match about $586,956 at 4% or $391,304 at 6%; with 100% employer match about $440,217 at 4% or $293,478 at 6%.
202013$878,723$77,826$25,942iApproximate average salary by contribution assumption: employee only about $648,550 at 4% or $432,367 at 6%; with 50% employer match about $432,367 at 4% or $288,244 at 6%; with 100% employer match about $324,275 at 4% or $216,183 at 6%.
Freedom Wealth Partners 401(K) Plan-3$878,723$77,826$25,942iApproximate average salary by contribution assumption: employee only about $648,550 at 4% or $432,367 at 6%; with 50% employer match about $432,367 at 4% or $288,244 at 6%; with 100% employer match about $324,275 at 4% or $216,183 at 6%.
201913$673,000$85,844$28,615iApproximate average salary by contribution assumption: employee only about $715,367 at 4% or $476,911 at 6%; with 50% employer match about $476,911 at 4% or $317,941 at 6%; with 100% employer match about $357,683 at 4% or $238,456 at 6%.
Freedom Wealth Partners 401(K) Plan-3$673,000$85,844$28,615iApproximate average salary by contribution assumption: employee only about $715,367 at 4% or $476,911 at 6%; with 50% employer match about $476,911 at 4% or $317,941 at 6%; with 100% employer match about $357,683 at 4% or $238,456 at 6%.
201812$529,720$104,232$52,116iApproximate average salary by contribution assumption: employee only about $1,302,900 at 4% or $868,600 at 6%; with 50% employer match about $868,600 at 4% or $579,067 at 6%; with 100% employer match about $651,450 at 4% or $434,300 at 6%.
Freedom Wealth Partners 401(K) Plan-2$529,720$104,232$52,116iApproximate average salary by contribution assumption: employee only about $1,302,900 at 4% or $868,600 at 6%; with 50% employer match about $868,600 at 4% or $579,067 at 6%; with 100% employer match about $651,450 at 4% or $434,300 at 6%.
201712$467,560$44,038$22,019iApproximate average salary by contribution assumption: employee only about $550,475 at 4% or $366,983 at 6%; with 50% employer match about $366,983 at 4% or $244,656 at 6%; with 100% employer match about $275,238 at 4% or $183,492 at 6%.
Freedom Wealth Partners 401(K) Plan-2$467,560$44,038$22,019iApproximate average salary by contribution assumption: employee only about $550,475 at 4% or $366,983 at 6%; with 50% employer match about $366,983 at 4% or $244,656 at 6%; with 100% employer match about $275,238 at 4% or $183,492 at 6%.
201612$366,515$33,105$16,553iApproximate average salary by contribution assumption: employee only about $413,813 at 4% or $275,875 at 6%; with 50% employer match about $275,875 at 4% or $183,917 at 6%; with 100% employer match about $206,906 at 4% or $137,938 at 6%.
Freedom Wealth Partners 401(K) Plan-2$366,515$33,105$16,553iApproximate average salary by contribution assumption: employee only about $413,813 at 4% or $275,875 at 6%; with 50% employer match about $275,875 at 4% or $183,917 at 6%; with 100% employer match about $206,906 at 4% or $137,938 at 6%.
201512$302,036$298,460$149,230iApproximate average salary by contribution assumption: employee only about $3,730,750 at 4% or $2,487,167 at 6%; with 50% employer match about $2,487,167 at 4% or $1,658,111 at 6%; with 100% employer match about $1,865,375 at 4% or $1,243,583 at 6%.
Freedom Wealth Partners 401(K) Plan-2$302,036$298,460$149,230iApproximate average salary by contribution assumption: employee only about $3,730,750 at 4% or $2,487,167 at 6%; with 50% employer match about $2,487,167 at 4% or $1,658,111 at 6%; with 100% employer match about $1,865,375 at 4% or $1,243,583 at 6%.