Civic Intelligence

Freestone Capital Management Inc.

Plan context: Freestone Capital Management Inc. Retirement Plan

EIN 52-2138849 • 9 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

29

2007 Assets

$2,136,437

2007 Contributions

$370,371

Historical Graphs

Total Assets Over Time

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

$2,136,437$1,068,219$0199920042007YearValue
$2,136,437Latest year 2007

Participants Over Time

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

29150199920032007YearValue
29Latest year 2007

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
2007129$2,136,437$370,371$12,771iApproximate average salary by contribution assumption: employee only about $319,285 at 4% or $212,857 at 6%; with 50% employer match about $212,857 at 4% or $141,905 at 6%; with 100% employer match about $159,643 at 4% or $106,428 at 6%.
Freestone Capital Management Inc. Retirement Plan-29$2,136,437$370,371$12,771iApproximate average salary by contribution assumption: employee only about $319,285 at 4% or $212,857 at 6%; with 50% employer match about $212,857 at 4% or $141,905 at 6%; with 100% employer match about $159,643 at 4% or $106,428 at 6%.
2006126$2,050,479$300,395$11,554iApproximate average salary by contribution assumption: employee only about $288,841 at 4% or $192,561 at 6%; with 50% employer match about $192,561 at 4% or $128,374 at 6%; with 100% employer match about $144,421 at 4% or $96,280 at 6%.
Freestone Capital Management Inc. Retirement Plan-26$2,050,479$300,395$11,554iApproximate average salary by contribution assumption: employee only about $288,841 at 4% or $192,561 at 6%; with 50% employer match about $192,561 at 4% or $128,374 at 6%; with 100% employer match about $144,421 at 4% or $96,280 at 6%.
2005125$1,570,876$397,435$15,897iApproximate average salary by contribution assumption: employee only about $397,435 at 4% or $264,957 at 6%; with 50% employer match about $264,957 at 4% or $176,638 at 6%; with 100% employer match about $198,718 at 4% or $132,478 at 6%.
Freestone Capital Management Inc. Retirement Plan-25$1,570,876$397,435$15,897iApproximate average salary by contribution assumption: employee only about $397,435 at 4% or $264,957 at 6%; with 50% employer match about $264,957 at 4% or $176,638 at 6%; with 100% employer match about $198,718 at 4% or $132,478 at 6%.
2004126$1,172,264$217,632$8,370iApproximate average salary by contribution assumption: employee only about $209,262 at 4% or $139,508 at 6%; with 50% employer match about $139,508 at 4% or $93,005 at 6%; with 100% employer match about $104,631 at 4% or $69,754 at 6%.
Freestone Capital Management Inc. Retirement Plan-26$1,172,264$217,632$8,370iApproximate average salary by contribution assumption: employee only about $209,262 at 4% or $139,508 at 6%; with 50% employer match about $139,508 at 4% or $93,005 at 6%; with 100% employer match about $104,631 at 4% or $69,754 at 6%.
2003123$808,243$278,452$12,107iApproximate average salary by contribution assumption: employee only about $302,665 at 4% or $201,777 at 6%; with 50% employer match about $201,777 at 4% or $134,518 at 6%; with 100% employer match about $151,333 at 4% or $100,888 at 6%.
Freestone Capital Management Inc. Retirement Plan-23$808,243$278,452$12,107iApproximate average salary by contribution assumption: employee only about $302,665 at 4% or $201,777 at 6%; with 50% employer match about $201,777 at 4% or $134,518 at 6%; with 100% employer match about $151,333 at 4% or $100,888 at 6%.
2002116$382,362$207,381$12,961iApproximate average salary by contribution assumption: employee only about $324,033 at 4% or $216,022 at 6%; with 50% employer match about $216,022 at 4% or $144,015 at 6%; with 100% employer match about $162,016 at 4% or $108,011 at 6%.
Freestone Capital Management Inc. Retirement Plan-16$382,362$207,381$12,961iApproximate average salary by contribution assumption: employee only about $324,033 at 4% or $216,022 at 6%; with 50% employer match about $216,022 at 4% or $144,015 at 6%; with 100% employer match about $162,016 at 4% or $108,011 at 6%.
2001112$0$0-
Freestone Capital Management Inc. Retirement Plan-12---
2000110$0$0-
Freestone Capital Management Inc. Retirement Plan-10---
199918$118,982$113,589$14,199iApproximate average salary by contribution assumption: employee only about $354,966 at 4% or $236,644 at 6%; with 50% employer match about $236,644 at 4% or $157,763 at 6%; with 100% employer match about $177,483 at 4% or $118,322 at 6%.
Freestone Capital Management Inc. Retirement Plan-8$118,982$113,589$14,199iApproximate average salary by contribution assumption: employee only about $354,966 at 4% or $236,644 at 6%; with 50% employer match about $236,644 at 4% or $157,763 at 6%; with 100% employer match about $177,483 at 4% or $118,322 at 6%.