Civic Intelligence

J.L. FREEMAN & CO., LLC

Plan context: Freeman & Co. LLC 401(K) Defined Contribution Plan

EIN 52-2106301 • New York, NY • 21 filings • 4 plans

444 Madison Ave. 12th Fl.New York, NY 10022
Current Snapshot

Latest Year

2019

2019 Participants

29

2019 Assets

$9,976,166

2019 Contributions

$466,857

Historical Graphs

Total Assets Over Time

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

$10,679,311$5,339,656$0199920112018YearValue
$9,976,166Latest year 2018

Participants Over Time

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

30150199920092018YearValue
29Latest year 2018

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
201910$0$466,857-
Freeman & Co. LLC 401(K) Defined Contribution Plan-0$0$466,857-
2018129$9,976,166$530,363$18,288iApproximate average salary by contribution assumption: employee only about $457,209 at 4% or $304,806 at 6%; with 50% employer match about $304,806 at 4% or $203,204 at 6%; with 100% employer match about $228,605 at 4% or $152,403 at 6%.
Freeman & Co. LLC 401(K) Defined Contribution Plan-29$9,976,166$530,363$18,288iApproximate average salary by contribution assumption: employee only about $457,209 at 4% or $304,806 at 6%; with 50% employer match about $304,806 at 4% or $203,204 at 6%; with 100% employer match about $228,605 at 4% or $152,403 at 6%.
2017130$10,679,311$588,000$19,600iApproximate average salary by contribution assumption: employee only about $490,000 at 4% or $326,667 at 6%; with 50% employer match about $326,667 at 4% or $217,778 at 6%; with 100% employer match about $245,000 at 4% or $163,333 at 6%.
Freeman & Co. LLC 401(K) Defined Contribution Plan-30$10,679,311$588,000$19,600iApproximate average salary by contribution assumption: employee only about $490,000 at 4% or $326,667 at 6%; with 50% employer match about $326,667 at 4% or $217,778 at 6%; with 100% employer match about $245,000 at 4% or $163,333 at 6%.
2016128$8,438,897$573,129$20,469iApproximate average salary by contribution assumption: employee only about $511,722 at 4% or $341,148 at 6%; with 50% employer match about $341,148 at 4% or $227,432 at 6%; with 100% employer match about $255,861 at 4% or $170,574 at 6%.
Freeman & Co. LLC 401(K) Defined Contribution Plan-28$8,438,897$573,129$20,469iApproximate average salary by contribution assumption: employee only about $511,722 at 4% or $341,148 at 6%; with 50% employer match about $341,148 at 4% or $227,432 at 6%; with 100% employer match about $255,861 at 4% or $170,574 at 6%.
2015126$7,371,460$470,791$18,107iApproximate average salary by contribution assumption: employee only about $452,684 at 4% or $301,789 at 6%; with 50% employer match about $301,789 at 4% or $201,193 at 6%; with 100% employer match about $226,342 at 4% or $150,895 at 6%.
Freeman & Co. LLC 401(K) Defined Contribution Plan-26$7,371,460$470,791$18,107iApproximate average salary by contribution assumption: employee only about $452,684 at 4% or $301,789 at 6%; with 50% employer match about $301,789 at 4% or $201,193 at 6%; with 100% employer match about $226,342 at 4% or $150,895 at 6%.
2014127$7,086,902$439,913$16,293iApproximate average salary by contribution assumption: employee only about $407,327 at 4% or $271,551 at 6%; with 50% employer match about $271,551 at 4% or $181,034 at 6%; with 100% employer match about $203,663 at 4% or $135,776 at 6%.
Freeman & Co. LLC 401(K) Defined Contribution Plan-27$7,086,902$439,913$16,293iApproximate average salary by contribution assumption: employee only about $407,327 at 4% or $271,551 at 6%; with 50% employer match about $271,551 at 4% or $181,034 at 6%; with 100% employer match about $203,663 at 4% or $135,776 at 6%.
2013125$6,239,226$485,400$19,416iApproximate average salary by contribution assumption: employee only about $485,400 at 4% or $323,600 at 6%; with 50% employer match about $323,600 at 4% or $215,733 at 6%; with 100% employer match about $242,700 at 4% or $161,800 at 6%.
Freeman & Co. LLC 401(K) Defined Contribution Plan-25$6,239,226$485,400$19,416iApproximate average salary by contribution assumption: employee only about $485,400 at 4% or $323,600 at 6%; with 50% employer match about $323,600 at 4% or $215,733 at 6%; with 100% employer match about $242,700 at 4% or $161,800 at 6%.
2012124$5,091,546$533,483$22,228iApproximate average salary by contribution assumption: employee only about $555,711 at 4% or $370,474 at 6%; with 50% employer match about $370,474 at 4% or $246,983 at 6%; with 100% employer match about $277,856 at 4% or $185,237 at 6%.
Freeman & Co. LLC 401(K) Defined Contribution Plan-24$5,091,546$533,483$22,228iApproximate average salary by contribution assumption: employee only about $555,711 at 4% or $370,474 at 6%; with 50% employer match about $370,474 at 4% or $246,983 at 6%; with 100% employer match about $277,856 at 4% or $185,237 at 6%.
2011124$4,055,638$519,197$21,633iApproximate average salary by contribution assumption: employee only about $540,830 at 4% or $360,553 at 6%; with 50% employer match about $360,553 at 4% or $240,369 at 6%; with 100% employer match about $270,415 at 4% or $180,277 at 6%.
Freeman & Co. LLC 401(K) Defined Contribution Plan-24$4,055,638$519,197$21,633iApproximate average salary by contribution assumption: employee only about $540,830 at 4% or $360,553 at 6%; with 50% employer match about $360,553 at 4% or $240,369 at 6%; with 100% employer match about $270,415 at 4% or $180,277 at 6%.
2010123$3,895,349$621,915$27,040iApproximate average salary by contribution assumption: employee only about $675,995 at 4% or $450,663 at 6%; with 50% employer match about $450,663 at 4% or $300,442 at 6%; with 100% employer match about $337,997 at 4% or $225,332 at 6%.
Freeman & Co. LLC 401(K) Defined Contribution Plan-23$3,895,349$621,915$27,040iApproximate average salary by contribution assumption: employee only about $675,995 at 4% or $450,663 at 6%; with 50% employer match about $450,663 at 4% or $300,442 at 6%; with 100% employer match about $337,997 at 4% or $225,332 at 6%.
2009127$3,076,274$465,730$17,249iApproximate average salary by contribution assumption: employee only about $431,231 at 4% or $287,488 at 6%; with 50% employer match about $287,488 at 4% or $191,658 at 6%; with 100% employer match about $215,616 at 4% or $143,744 at 6%.
Freeman & Co. LLC 401(K) Defined Contribution Plan-27$3,076,274$465,730$17,249iApproximate average salary by contribution assumption: employee only about $431,231 at 4% or $287,488 at 6%; with 50% employer match about $287,488 at 4% or $191,658 at 6%; with 100% employer match about $215,616 at 4% or $143,744 at 6%.
2008116$2,079,143$312,991$19,562iApproximate average salary by contribution assumption: employee only about $489,048 at 4% or $326,032 at 6%; with 50% employer match about $326,032 at 4% or $217,355 at 6%; with 100% employer match about $244,524 at 4% or $163,016 at 6%.
Freeman & Co. LLC 401(K) Defined Contribution Plan-16$2,079,143$312,991$19,562iApproximate average salary by contribution assumption: employee only about $489,048 at 4% or $326,032 at 6%; with 50% employer match about $326,032 at 4% or $217,355 at 6%; with 100% employer match about $244,524 at 4% or $163,016 at 6%.
2007116$3,076,610$512,216$32,014iApproximate average salary by contribution assumption: employee only about $800,338 at 4% or $533,558 at 6%; with 50% employer match about $533,558 at 4% or $355,706 at 6%; with 100% employer match about $400,169 at 4% or $266,779 at 6%.
Freeman & Co. LLC 401(K) Defined Contribution Plan-16$3,076,610$512,216$32,014iApproximate average salary by contribution assumption: employee only about $800,338 at 4% or $533,558 at 6%; with 50% employer match about $533,558 at 4% or $355,706 at 6%; with 100% employer match about $400,169 at 4% or $266,779 at 6%.
2006114$2,708,033$404,542$28,896iApproximate average salary by contribution assumption: employee only about $722,396 at 4% or $481,598 at 6%; with 50% employer match about $481,598 at 4% or $321,065 at 6%; with 100% employer match about $361,198 at 4% or $240,799 at 6%.
Freeman & Co. LLC 401(K) Defined Contribution Plan-14$2,708,033$404,542$28,896iApproximate average salary by contribution assumption: employee only about $722,396 at 4% or $481,598 at 6%; with 50% employer match about $481,598 at 4% or $321,065 at 6%; with 100% employer match about $361,198 at 4% or $240,799 at 6%.
2005219$4,818,407$582,346$30,650iApproximate average salary by contribution assumption: employee only about $766,245 at 4% or $510,830 at 6%; with 50% employer match about $510,830 at 4% or $340,553 at 6%; with 100% employer match about $383,122 at 4% or $255,415 at 6%.
J.L. Freeman Associates Inc. Defined Benefit Plan and Trust-14$2,673,145$100,123$7,152iApproximate average salary by contribution assumption: employee only about $178,791 at 4% or $119,194 at 6%; with 50% employer match about $119,194 at 4% or $79,463 at 6%; with 100% employer match about $89,396 at 4% or $59,597 at 6%.
Freeman & Co. LLC 401(K) Defined Contribution Plan-19$2,145,262$482,223$25,380iApproximate average salary by contribution assumption: employee only about $634,504 at 4% or $423,003 at 6%; with 50% employer match about $423,003 at 4% or $282,002 at 6%; with 100% employer match about $317,252 at 4% or $211,501 at 6%.
2004113$2,207,558$50,000$3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%.
J.L. Freeman Associates Inc. Defined Benefit Plan and Trust-13$2,207,558$50,000$3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%.
200317$0$0-
J.L. Freeman Associates Inc. Defined Benefit Plan and Trust-7---
2001110$0$0-
J.L. Freeman Associates Inc. Defined Benefit Plan and Trust-10---
2000110$0$0-
J.L. Freeman Associates Inc. Defined Benefit Plan and Trust-10---
199918$1,066,769$103,719$12,965iApproximate average salary by contribution assumption: employee only about $324,122 at 4% or $216,081 at 6%; with 50% employer match about $216,081 at 4% or $144,054 at 6%; with 100% employer match about $162,061 at 4% or $108,041 at 6%.
J.L. Freeman Associates Inc. Defined Benefit Plan and Trust-8$1,066,769$103,719$12,965iApproximate average salary by contribution assumption: employee only about $324,122 at 4% or $216,081 at 6%; with 50% employer match about $216,081 at 4% or $144,054 at 6%; with 100% employer match about $162,061 at 4% or $108,041 at 6%.