Civic Intelligence

The Freedom Alliance

Plan context: The Freedom Alliance Tax Sheltered Annuity Plan

EIN 54-1411430 • Winchester, VA • 24 filings • 3 plans

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25 W Piccadilly StreetWinchester, VA 22601
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$3,118,677

2024 Contributions

$202,509

Historical Graphs

Total Assets Over Time

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

$3,118,677$1,559,339$0200920172024YearValue
$3,118,677Latest year 2024

Participants Over Time

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

22110200020162024YearValue
21Latest 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
2024121$3,118,677$202,509$9,643iApproximate average salary by contribution assumption: employee only about $241,082 at 4% or $160,721 at 6%; with 50% employer match about $160,721 at 4% or $107,148 at 6%; with 100% employer match about $120,541 at 4% or $80,361 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-21$3,118,677$202,509$9,643iApproximate average salary by contribution assumption: employee only about $241,082 at 4% or $160,721 at 6%; with 50% employer match about $160,721 at 4% or $107,148 at 6%; with 100% employer match about $120,541 at 4% or $80,361 at 6%.
2023121$2,591,227$210,507$10,024iApproximate average salary by contribution assumption: employee only about $250,604 at 4% or $167,069 at 6%; with 50% employer match about $167,069 at 4% or $111,379 at 6%; with 100% employer match about $125,302 at 4% or $83,535 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-21$2,591,227$210,507$10,024iApproximate average salary by contribution assumption: employee only about $250,604 at 4% or $167,069 at 6%; with 50% employer match about $167,069 at 4% or $111,379 at 6%; with 100% employer match about $125,302 at 4% or $83,535 at 6%.
2022121$2,057,402$185,038$8,811iApproximate average salary by contribution assumption: employee only about $220,283 at 4% or $146,856 at 6%; with 50% employer match about $146,856 at 4% or $97,904 at 6%; with 100% employer match about $110,142 at 4% or $73,428 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-21$2,057,402$185,038$8,811iApproximate average salary by contribution assumption: employee only about $220,283 at 4% or $146,856 at 6%; with 50% employer match about $146,856 at 4% or $97,904 at 6%; with 100% employer match about $110,142 at 4% or $73,428 at 6%.
2021118$2,290,395$143,725$7,985iApproximate average salary by contribution assumption: employee only about $199,618 at 4% or $133,079 at 6%; with 50% employer match about $133,079 at 4% or $88,719 at 6%; with 100% employer match about $99,809 at 4% or $66,539 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-18$2,290,395$143,725$7,985iApproximate average salary by contribution assumption: employee only about $199,618 at 4% or $133,079 at 6%; with 50% employer match about $133,079 at 4% or $88,719 at 6%; with 100% employer match about $99,809 at 4% or $66,539 at 6%.
2020117$1,904,587$135,493$7,970iApproximate average salary by contribution assumption: employee only about $199,254 at 4% or $132,836 at 6%; with 50% employer match about $132,836 at 4% or $88,558 at 6%; with 100% employer match about $99,627 at 4% or $66,418 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-17$1,904,587$135,493$7,970iApproximate average salary by contribution assumption: employee only about $199,254 at 4% or $132,836 at 6%; with 50% employer match about $132,836 at 4% or $88,558 at 6%; with 100% employer match about $99,627 at 4% or $66,418 at 6%.
2019118$1,544,440$117,194$6,511iApproximate average salary by contribution assumption: employee only about $162,769 at 4% or $108,513 at 6%; with 50% employer match about $108,513 at 4% or $72,342 at 6%; with 100% employer match about $81,385 at 4% or $54,256 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-18$1,544,440$117,194$6,511iApproximate average salary by contribution assumption: employee only about $162,769 at 4% or $108,513 at 6%; with 50% employer match about $108,513 at 4% or $72,342 at 6%; with 100% employer match about $81,385 at 4% or $54,256 at 6%.
2018115$1,169,682$90,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-15$1,169,682$90,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
2017113$1,288,616$71,483$5,499iApproximate average salary by contribution assumption: employee only about $137,467 at 4% or $91,645 at 6%; with 50% employer match about $91,645 at 4% or $61,097 at 6%; with 100% employer match about $68,734 at 4% or $45,822 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-13$1,288,616$71,483$5,499iApproximate average salary by contribution assumption: employee only about $137,467 at 4% or $91,645 at 6%; with 50% employer match about $91,645 at 4% or $61,097 at 6%; with 100% employer match about $68,734 at 4% or $45,822 at 6%.
2016114$1,048,510$71,158$5,083iApproximate average salary by contribution assumption: employee only about $127,068 at 4% or $84,712 at 6%; with 50% employer match about $84,712 at 4% or $56,475 at 6%; with 100% employer match about $63,534 at 4% or $42,356 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-14$1,048,510$71,158$5,083iApproximate average salary by contribution assumption: employee only about $127,068 at 4% or $84,712 at 6%; with 50% employer match about $84,712 at 4% or $56,475 at 6%; with 100% employer match about $63,534 at 4% or $42,356 at 6%.
2015115$953,737$72,313$4,821iApproximate average salary by contribution assumption: employee only about $120,522 at 4% or $80,348 at 6%; with 50% employer match about $80,348 at 4% or $53,565 at 6%; with 100% employer match about $60,261 at 4% or $40,174 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-15$953,737$72,313$4,821iApproximate average salary by contribution assumption: employee only about $120,522 at 4% or $80,348 at 6%; with 50% employer match about $80,348 at 4% or $53,565 at 6%; with 100% employer match about $60,261 at 4% or $40,174 at 6%.
2014116$915,279$78,020$4,876iApproximate average salary by contribution assumption: employee only about $121,906 at 4% or $81,271 at 6%; with 50% employer match about $81,271 at 4% or $54,181 at 6%; with 100% employer match about $60,953 at 4% or $40,635 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-16$915,279$78,020$4,876iApproximate average salary by contribution assumption: employee only about $121,906 at 4% or $81,271 at 6%; with 50% employer match about $81,271 at 4% or $54,181 at 6%; with 100% employer match about $60,953 at 4% or $40,635 at 6%.
2013117$883,279$97,002$5,706iApproximate average salary by contribution assumption: employee only about $142,650 at 4% or $95,100 at 6%; with 50% employer match about $95,100 at 4% or $63,400 at 6%; with 100% employer match about $71,325 at 4% or $47,550 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-17$883,279$97,002$5,706iApproximate average salary by contribution assumption: employee only about $142,650 at 4% or $95,100 at 6%; with 50% employer match about $95,100 at 4% or $63,400 at 6%; with 100% employer match about $71,325 at 4% or $47,550 at 6%.
2012118$667,440$88,808$4,934iApproximate average salary by contribution assumption: employee only about $123,344 at 4% or $82,230 at 6%; with 50% employer match about $82,230 at 4% or $54,820 at 6%; with 100% employer match about $61,672 at 4% or $41,115 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-18$667,440$88,808$4,934iApproximate average salary by contribution assumption: employee only about $123,344 at 4% or $82,230 at 6%; with 50% employer match about $82,230 at 4% or $54,820 at 6%; with 100% employer match about $61,672 at 4% or $41,115 at 6%.
2011120$543,188$104,334$5,217iApproximate average salary by contribution assumption: employee only about $130,418 at 4% or $86,945 at 6%; with 50% employer match about $86,945 at 4% or $57,963 at 6%; with 100% employer match about $65,209 at 4% or $43,473 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-20$543,188$104,334$5,217iApproximate average salary by contribution assumption: employee only about $130,418 at 4% or $86,945 at 6%; with 50% employer match about $86,945 at 4% or $57,963 at 6%; with 100% employer match about $65,209 at 4% or $43,473 at 6%.
2010122$468,771$74,897$3,404iApproximate average salary by contribution assumption: employee only about $85,110 at 4% or $56,740 at 6%; with 50% employer match about $56,740 at 4% or $37,827 at 6%; with 100% employer match about $42,555 at 4% or $28,370 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-22$468,771$74,897$3,404iApproximate average salary by contribution assumption: employee only about $85,110 at 4% or $56,740 at 6%; with 50% employer match about $56,740 at 4% or $37,827 at 6%; with 100% employer match about $42,555 at 4% or $28,370 at 6%.
2009117$386,940$70,316$4,136iApproximate average salary by contribution assumption: employee only about $103,406 at 4% or $68,937 at 6%; with 50% employer match about $68,937 at 4% or $45,958 at 6%; with 100% employer match about $51,703 at 4% or $34,469 at 6%.
The Freedom Alliance Tax Sheltered Annuity Plan-17$386,940$70,316$4,136iApproximate average salary by contribution assumption: employee only about $103,406 at 4% or $68,937 at 6%; with 50% employer match about $68,937 at 4% or $45,958 at 6%; with 100% employer match about $51,703 at 4% or $34,469 at 6%.
200810$0$0-
The Freedom Alliance Tax Sheltered Annuity Plan-0---
200710$0$0-
The Freedom Alliance Tax Sheltered Annuity Plan-0---
200610$0$0-
The Freedom Alliance Tax Sheltered Annuity Plan-0---
200410$0$0-
The Freedom Alliance Tax Sheltered Annuity Plan-0---
200210$0$0-
The Freedom Alliance Tax Sheltered Annuity Plan-0---
200117$0$0-
The Freedom Alliance Tax Sheltered Annuity Plan-7---
200015$0$0-
The Freedom Alliance Tax Sheltered Annuity Plan-5---
199910$0$0-
The Freedom Alliance Tax Sheltered Annuity Plan-0---