Civic Intelligence

Freeman Heyne LLC

Plan context: Freeman Heyne LLC 401(K) Plan

EIN 56-2416004 • Cincinnati, OH • 15 filings • 6 plans

10250 Alliance Rd, Suite 125Cincinnati, OH 45242
Current Snapshot

Latest Year

2017

2017 Participants

25

2017 Assets

$2,609,869

2017 Contributions

$365,794

Historical Graphs

Total Assets Over Time

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

$2,609,869$1,304,935$0200320102017YearValue
$2,609,869Latest year 2017

Participants Over Time

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

25130200320102017YearValue
25Latest year 2017

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
2017125$2,609,869$365,794$14,632iApproximate average salary by contribution assumption: employee only about $365,794 at 4% or $243,863 at 6%; with 50% employer match about $243,863 at 4% or $162,575 at 6%; with 100% employer match about $182,897 at 4% or $121,931 at 6%.
Freeman Heyne LLC 401(K) Plan-25$2,609,869$365,794$14,632iApproximate average salary by contribution assumption: employee only about $365,794 at 4% or $243,863 at 6%; with 50% employer match about $243,863 at 4% or $162,575 at 6%; with 100% employer match about $182,897 at 4% or $121,931 at 6%.
2016121$1,873,919$165,542$7,883iApproximate average salary by contribution assumption: employee only about $197,074 at 4% or $131,383 at 6%; with 50% employer match about $131,383 at 4% or $87,588 at 6%; with 100% employer match about $98,537 at 4% or $65,691 at 6%.
Freeman Heyne LLC 401(K) Plan-21$1,873,919$165,542$7,883iApproximate average salary by contribution assumption: employee only about $197,074 at 4% or $131,383 at 6%; with 50% employer match about $131,383 at 4% or $87,588 at 6%; with 100% employer match about $98,537 at 4% or $65,691 at 6%.
2015119$1,664,654$267,591$14,084iApproximate average salary by contribution assumption: employee only about $352,093 at 4% or $234,729 at 6%; with 50% employer match about $234,729 at 4% or $156,486 at 6%; with 100% employer match about $176,047 at 4% or $117,364 at 6%.
Freeman Heyne LLC 401(K) Plan-19$1,664,654$267,591$14,084iApproximate average salary by contribution assumption: employee only about $352,093 at 4% or $234,729 at 6%; with 50% employer match about $234,729 at 4% or $156,486 at 6%; with 100% employer match about $176,047 at 4% or $117,364 at 6%.
2014119$1,428,446$287,173$15,114iApproximate average salary by contribution assumption: employee only about $377,859 at 4% or $251,906 at 6%; with 50% employer match about $251,906 at 4% or $167,937 at 6%; with 100% employer match about $188,930 at 4% or $125,953 at 6%.
Freeman Heyne LLC 401(K) Plan-19$1,428,446$287,173$15,114iApproximate average salary by contribution assumption: employee only about $377,859 at 4% or $251,906 at 6%; with 50% employer match about $251,906 at 4% or $167,937 at 6%; with 100% employer match about $188,930 at 4% or $125,953 at 6%.
2013114$1,066,855$223,638$15,974iApproximate average salary by contribution assumption: employee only about $399,354 at 4% or $266,236 at 6%; with 50% employer match about $266,236 at 4% or $177,490 at 6%; with 100% employer match about $199,677 at 4% or $133,118 at 6%.
Freeman Heyne LLC 401(K) Plan-14$1,066,855$223,638$15,974iApproximate average salary by contribution assumption: employee only about $399,354 at 4% or $266,236 at 6%; with 50% employer match about $266,236 at 4% or $177,490 at 6%; with 100% employer match about $199,677 at 4% or $133,118 at 6%.
2012113$685,999$98,571$7,582iApproximate average salary by contribution assumption: employee only about $189,560 at 4% or $126,373 at 6%; with 50% employer match about $126,373 at 4% or $84,249 at 6%; with 100% employer match about $94,780 at 4% or $63,187 at 6%.
Freeman Heyne LLC 401(K) Plan-13$685,999$98,571$7,582iApproximate average salary by contribution assumption: employee only about $189,560 at 4% or $126,373 at 6%; with 50% employer match about $126,373 at 4% or $84,249 at 6%; with 100% employer match about $94,780 at 4% or $63,187 at 6%.
2011111$566,967$167,379$15,216iApproximate average salary by contribution assumption: employee only about $380,407 at 4% or $253,605 at 6%; with 50% employer match about $253,605 at 4% or $169,070 at 6%; with 100% employer match about $190,203 at 4% or $126,802 at 6%.
Freeman Heyne LLC 401(K) Plan-11$566,967$167,379$15,216iApproximate average salary by contribution assumption: employee only about $380,407 at 4% or $253,605 at 6%; with 50% employer match about $253,605 at 4% or $169,070 at 6%; with 100% employer match about $190,203 at 4% or $126,802 at 6%.
2010111$460,293$154,703$14,064iApproximate average salary by contribution assumption: employee only about $351,598 at 4% or $234,398 at 6%; with 50% employer match about $234,398 at 4% or $156,266 at 6%; with 100% employer match about $175,799 at 4% or $117,199 at 6%.
Donna L. Freeman & Associates LLC Defined Benefit Plan-11$460,293$154,703$14,064iApproximate average salary by contribution assumption: employee only about $351,598 at 4% or $234,398 at 6%; with 50% employer match about $234,398 at 4% or $156,266 at 6%; with 100% employer match about $175,799 at 4% or $117,199 at 6%.
2009112$283,434$164,892$13,741iApproximate average salary by contribution assumption: employee only about $343,525 at 4% or $229,017 at 6%; with 50% employer match about $229,017 at 4% or $152,678 at 6%; with 100% employer match about $171,763 at 4% or $114,508 at 6%.
Donna L. Freeman & Associates LLC Defined Benefit Plan-12$283,434$164,892$13,741iApproximate average salary by contribution assumption: employee only about $343,525 at 4% or $229,017 at 6%; with 50% employer match about $229,017 at 4% or $152,678 at 6%; with 100% employer match about $171,763 at 4% or $114,508 at 6%.
2008112$82,081$60,083$5,007iApproximate average salary by contribution assumption: employee only about $125,173 at 4% or $83,449 at 6%; with 50% employer match about $83,449 at 4% or $55,632 at 6%; with 100% employer match about $62,586 at 4% or $41,724 at 6%.
Donna L. Freeman & Associates LLC Defined Benefit Plan-12$82,081$60,083$5,007iApproximate average salary by contribution assumption: employee only about $125,173 at 4% or $83,449 at 6%; with 50% employer match about $83,449 at 4% or $55,632 at 6%; with 100% employer match about $62,586 at 4% or $41,724 at 6%.
200719$1,339,013$265,418$29,491iApproximate average salary by contribution assumption: employee only about $737,272 at 4% or $491,515 at 6%; with 50% employer match about $491,515 at 4% or $327,677 at 6%; with 100% employer match about $368,636 at 4% or $245,757 at 6%.
Donna L. Freeman & Associates LLC Defined Benefit Plan-9$1,339,013$265,418$29,491iApproximate average salary by contribution assumption: employee only about $737,272 at 4% or $491,515 at 6%; with 50% employer match about $491,515 at 4% or $327,677 at 6%; with 100% employer match about $368,636 at 4% or $245,757 at 6%.
200618$971,255$243,960$30,495iApproximate average salary by contribution assumption: employee only about $762,375 at 4% or $508,250 at 6%; with 50% employer match about $508,250 at 4% or $338,833 at 6%; with 100% employer match about $381,188 at 4% or $254,125 at 6%.
Donna L. Freeman & Associates LLC Defined Benefit Plan-8$971,255$243,960$30,495iApproximate average salary by contribution assumption: employee only about $762,375 at 4% or $508,250 at 6%; with 50% employer match about $508,250 at 4% or $338,833 at 6%; with 100% employer match about $381,188 at 4% or $254,125 at 6%.
200516$620,242$306,040$51,007iApproximate average salary by contribution assumption: employee only about $1,275,167 at 4% or $850,111 at 6%; with 50% employer match about $850,111 at 4% or $566,741 at 6%; with 100% employer match about $637,583 at 4% or $425,056 at 6%.
Donna L. Freeman & Associates LLC Defined Benefit Plan-6$620,242$306,040$51,007iApproximate average salary by contribution assumption: employee only about $1,275,167 at 4% or $850,111 at 6%; with 50% employer match about $850,111 at 4% or $566,741 at 6%; with 100% employer match about $637,583 at 4% or $425,056 at 6%.
200411$287,815$127,953$127,953iApproximate average salary by contribution assumption: employee only about $3,198,825 at 4% or $2,132,550 at 6%; with 50% employer match about $2,132,550 at 4% or $1,421,700 at 6%; with 100% employer match about $1,599,413 at 4% or $1,066,275 at 6%.
Donna L. Freeman & Associates LLC Defined Benefit Plan-1$287,815$127,953$127,953iApproximate average salary by contribution assumption: employee only about $3,198,825 at 4% or $2,132,550 at 6%; with 50% employer match about $2,132,550 at 4% or $1,421,700 at 6%; with 100% employer match about $1,599,413 at 4% or $1,066,275 at 6%.
200311$129,710$129,710$129,710iApproximate average salary by contribution assumption: employee only about $3,242,750 at 4% or $2,161,833 at 6%; with 50% employer match about $2,161,833 at 4% or $1,441,222 at 6%; with 100% employer match about $1,621,375 at 4% or $1,080,917 at 6%.
Donna L. Freeman & Associates LLC Defined Benefit Plan-1$129,710$129,710$129,710iApproximate average salary by contribution assumption: employee only about $3,242,750 at 4% or $2,161,833 at 6%; with 50% employer match about $2,161,833 at 4% or $1,441,222 at 6%; with 100% employer match about $1,621,375 at 4% or $1,080,917 at 6%.