Civic Intelligence

Terry Legal Group LLC

Plan context: Terry Legal Group Financial Freedom 401(K) Plan

EIN 47-5549020 • Carmel, IN • 10 filings • 3 plans

301 Carmel Drive, Suite C300Carmel, IN 46032
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$714,057

2025 Contributions

$1,876

Historical Graphs

Total Assets Over Time

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

$852,062$426,031$0201620212025YearValue
$714,057Latest year 2025

Participants Over Time

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

1050201620212025YearValue
6Latest 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
202516$714,057$1,876$313iApproximate average salary by contribution assumption: employee only about $7,817 at 4% or $5,211 at 6%; with 50% employer match about $5,211 at 4% or $3,474 at 6%; with 100% employer match about $3,908 at 4% or $2,606 at 6%.
Terry Legal Group Financial Freedom 401(K) Plan-6$714,057$1,876$313iApproximate average salary by contribution assumption: employee only about $7,817 at 4% or $5,211 at 6%; with 50% employer match about $5,211 at 4% or $3,474 at 6%; with 100% employer match about $3,908 at 4% or $2,606 at 6%.
202416$621,366$21,577$3,596iApproximate average salary by contribution assumption: employee only about $89,904 at 4% or $59,936 at 6%; with 50% employer match about $59,936 at 4% or $39,957 at 6%; with 100% employer match about $44,952 at 4% or $29,968 at 6%.
Terry Legal Group Financial Freedom 401(K) Plan-6$621,366$21,577$3,596iApproximate average salary by contribution assumption: employee only about $89,904 at 4% or $59,936 at 6%; with 50% employer match about $59,936 at 4% or $39,957 at 6%; with 100% employer match about $44,952 at 4% or $29,968 at 6%.
2023110$783,989$26,194$2,619iApproximate average salary by contribution assumption: employee only about $65,485 at 4% or $43,657 at 6%; with 50% employer match about $43,657 at 4% or $29,104 at 6%; with 100% employer match about $32,743 at 4% or $21,828 at 6%.
Terry Legal Group Financial Freedom 401(K) Plan-10$783,989$26,194$2,619iApproximate average salary by contribution assumption: employee only about $65,485 at 4% or $43,657 at 6%; with 50% employer match about $43,657 at 4% or $29,104 at 6%; with 100% employer match about $32,743 at 4% or $21,828 at 6%.
202219$738,491$54,774$6,086iApproximate average salary by contribution assumption: employee only about $152,150 at 4% or $101,433 at 6%; with 50% employer match about $101,433 at 4% or $67,622 at 6%; with 100% employer match about $76,075 at 4% or $50,717 at 6%.
Terry Legal Group Financial Freedom 401(K) Plan-9$738,491$54,774$6,086iApproximate average salary by contribution assumption: employee only about $152,150 at 4% or $101,433 at 6%; with 50% employer match about $101,433 at 4% or $67,622 at 6%; with 100% employer match about $76,075 at 4% or $50,717 at 6%.
202119$852,062$52,455$5,828iApproximate average salary by contribution assumption: employee only about $145,708 at 4% or $97,139 at 6%; with 50% employer match about $97,139 at 4% or $64,759 at 6%; with 100% employer match about $72,854 at 4% or $48,569 at 6%.
Terry Legal Group Financial Freedom 401(K) Plan-9$852,062$52,455$5,828iApproximate average salary by contribution assumption: employee only about $145,708 at 4% or $97,139 at 6%; with 50% employer match about $97,139 at 4% or $64,759 at 6%; with 100% employer match about $72,854 at 4% or $48,569 at 6%.
202019$700,953$76,860$8,540iApproximate average salary by contribution assumption: employee only about $213,500 at 4% or $142,333 at 6%; with 50% employer match about $142,333 at 4% or $94,889 at 6%; with 100% employer match about $106,750 at 4% or $71,167 at 6%.
Terry Legal Group Financial Freedom 401(K) Plan-9$700,953$76,860$8,540iApproximate average salary by contribution assumption: employee only about $213,500 at 4% or $142,333 at 6%; with 50% employer match about $142,333 at 4% or $94,889 at 6%; with 100% employer match about $106,750 at 4% or $71,167 at 6%.
2019110$646,391$70,364$7,036iApproximate average salary by contribution assumption: employee only about $175,910 at 4% or $117,273 at 6%; with 50% employer match about $117,273 at 4% or $78,182 at 6%; with 100% employer match about $87,955 at 4% or $58,637 at 6%.
Terry Legal Group Financial Freedom 401(K) Plan-10$646,391$70,364$7,036iApproximate average salary by contribution assumption: employee only about $175,910 at 4% or $117,273 at 6%; with 50% employer match about $117,273 at 4% or $78,182 at 6%; with 100% employer match about $87,955 at 4% or $58,637 at 6%.
201819$474,404$68,155$7,573iApproximate average salary by contribution assumption: employee only about $189,319 at 4% or $126,213 at 6%; with 50% employer match about $126,213 at 4% or $84,142 at 6%; with 100% employer match about $94,660 at 4% or $63,106 at 6%.
Terry Legal Group Financial Freedom 401(K) Plan-9$474,404$68,155$7,573iApproximate average salary by contribution assumption: employee only about $189,319 at 4% or $126,213 at 6%; with 50% employer match about $126,213 at 4% or $84,142 at 6%; with 100% employer match about $94,660 at 4% or $63,106 at 6%.
201718$456,396$63,111$7,889iApproximate average salary by contribution assumption: employee only about $197,222 at 4% or $131,481 at 6%; with 50% employer match about $131,481 at 4% or $87,654 at 6%; with 100% employer match about $98,611 at 4% or $65,741 at 6%.
Terry Legal Group Financial Freedom 401(K) Plan-8$456,396$63,111$7,889iApproximate average salary by contribution assumption: employee only about $197,222 at 4% or $131,481 at 6%; with 50% employer match about $131,481 at 4% or $87,654 at 6%; with 100% employer match about $98,611 at 4% or $65,741 at 6%.
201618$335,613$317,266$39,658iApproximate average salary by contribution assumption: employee only about $991,456 at 4% or $660,971 at 6%; with 50% employer match about $660,971 at 4% or $440,647 at 6%; with 100% employer match about $495,728 at 4% or $330,485 at 6%.
Terry Legal Group Financial Freedom 401(K) Plan-8$335,613$317,266$39,658iApproximate average salary by contribution assumption: employee only about $991,456 at 4% or $660,971 at 6%; with 50% employer match about $660,971 at 4% or $440,647 at 6%; with 100% employer match about $495,728 at 4% or $330,485 at 6%.