Civic Intelligence

Freedom Trail Financial LLC

Plan context: Freedom Trail Financial LLC 401(K) Retirement Plan

EIN 46-2928336 • Boston, MA • 9 filings • 1 plans

20 Park Plaza, Suite 1012Boston, MA 02116
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$438,096

2024 Contributions

$46,709

Historical Graphs

Total Assets Over Time

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

$438,096$219,048$0201620202024YearValue
$438,096Latest year 2024

Participants Over Time

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

420201620202024YearValue
4Latest 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
202414$438,096$46,709$11,677iApproximate average salary by contribution assumption: employee only about $291,931 at 4% or $194,621 at 6%; with 50% employer match about $194,621 at 4% or $129,747 at 6%; with 100% employer match about $145,966 at 4% or $97,310 at 6%.
Freedom Trail Financial LLC 401(K) Retirement Plan-4$438,096$46,709$11,677iApproximate average salary by contribution assumption: employee only about $291,931 at 4% or $194,621 at 6%; with 50% employer match about $194,621 at 4% or $129,747 at 6%; with 100% employer match about $145,966 at 4% or $97,310 at 6%.
202313$331,161$43,025$14,342iApproximate average salary by contribution assumption: employee only about $358,542 at 4% or $239,028 at 6%; with 50% employer match about $239,028 at 4% or $159,352 at 6%; with 100% employer match about $179,271 at 4% or $119,514 at 6%.
Freedom Trail Financial LLC 401(K) Retirement Plan-3$331,161$43,025$14,342iApproximate average salary by contribution assumption: employee only about $358,542 at 4% or $239,028 at 6%; with 50% employer match about $239,028 at 4% or $159,352 at 6%; with 100% employer match about $179,271 at 4% or $119,514 at 6%.
202213$299,439$49,722$16,574iApproximate average salary by contribution assumption: employee only about $414,350 at 4% or $276,233 at 6%; with 50% employer match about $276,233 at 4% or $184,156 at 6%; with 100% employer match about $207,175 at 4% or $138,117 at 6%.
Freedom Trail Financial LLC 401(K) Retirement Plan-3$299,439$49,722$16,574iApproximate average salary by contribution assumption: employee only about $414,350 at 4% or $276,233 at 6%; with 50% employer match about $276,233 at 4% or $184,156 at 6%; with 100% employer match about $207,175 at 4% or $138,117 at 6%.
202113$312,642$46,874$15,625iApproximate average salary by contribution assumption: employee only about $390,617 at 4% or $260,411 at 6%; with 50% employer match about $260,411 at 4% or $173,607 at 6%; with 100% employer match about $195,308 at 4% or $130,206 at 6%.
Freedom Trail Financial LLC 401(K) Retirement Plan-3$312,642$46,874$15,625iApproximate average salary by contribution assumption: employee only about $390,617 at 4% or $260,411 at 6%; with 50% employer match about $260,411 at 4% or $173,607 at 6%; with 100% employer match about $195,308 at 4% or $130,206 at 6%.
202013$226,674$44,923$14,974iApproximate average salary by contribution assumption: employee only about $374,358 at 4% or $249,572 at 6%; with 50% employer match about $249,572 at 4% or $166,381 at 6%; with 100% employer match about $187,179 at 4% or $124,786 at 6%.
Freedom Trail Financial LLC 401(K) Retirement Plan-3$226,674$44,923$14,974iApproximate average salary by contribution assumption: employee only about $374,358 at 4% or $249,572 at 6%; with 50% employer match about $249,572 at 4% or $166,381 at 6%; with 100% employer match about $187,179 at 4% or $124,786 at 6%.
201913$140,216$39,661$13,220iApproximate average salary by contribution assumption: employee only about $330,508 at 4% or $220,339 at 6%; with 50% employer match about $220,339 at 4% or $146,893 at 6%; with 100% employer match about $165,254 at 4% or $110,169 at 6%.
Freedom Trail Financial LLC 401(K) Retirement Plan-3$140,216$39,661$13,220iApproximate average salary by contribution assumption: employee only about $330,508 at 4% or $220,339 at 6%; with 50% employer match about $220,339 at 4% or $146,893 at 6%; with 100% employer match about $165,254 at 4% or $110,169 at 6%.
201812$78,598$29,500$14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%.
Freedom Trail Financial LLC 401(K) Retirement Plan-2$78,598$29,500$14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%.
201712$53,845$28,466$14,233iApproximate average salary by contribution assumption: employee only about $355,825 at 4% or $237,217 at 6%; with 50% employer match about $237,217 at 4% or $158,144 at 6%; with 100% employer match about $177,913 at 4% or $118,608 at 6%.
Freedom Trail Financial LLC 401(K) Retirement Plan-2$53,845$28,466$14,233iApproximate average salary by contribution assumption: employee only about $355,825 at 4% or $237,217 at 6%; with 50% employer match about $237,217 at 4% or $158,144 at 6%; with 100% employer match about $177,913 at 4% or $118,608 at 6%.
201612$20,520$20,262$10,131iApproximate average salary by contribution assumption: employee only about $253,275 at 4% or $168,850 at 6%; with 50% employer match about $168,850 at 4% or $112,567 at 6%; with 100% employer match about $126,638 at 4% or $84,425 at 6%.
Freedom Trail Financial LLC 401(K) Retirement Plan-2$20,520$20,262$10,131iApproximate average salary by contribution assumption: employee only about $253,275 at 4% or $168,850 at 6%; with 50% employer match about $168,850 at 4% or $112,567 at 6%; with 100% employer match about $126,638 at 4% or $84,425 at 6%.