Civic Intelligence

Freeman & Freeman

Plan context: Freeman & Freeman 401K Profit Sharing Plan

EIN 68-0127423 • Santa Rosa, CA • 24 filings • 2 plans

1000 Apollo Way, Ste 130Santa Rosa, CA 95407
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$95,170

2024 Contributions

$5,500

Historical Graphs

Total Assets Over Time

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

$164,100$82,050$0199920122024YearValue
$95,170Latest year 2024

Participants Over Time

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

1050199920122024YearValue
2Latest 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
202412$95,170$0-
Freeman & Freeman 401K Profit Sharing Plan-2$95,170--
202315$87,937$0-
Freeman & Freeman 401K Profit Sharing Plan-5$87,937--
202213$79,539$0-
Freeman & Freeman 401K Profit Sharing Plan-3$79,539$0-
202113$92,652$0-
Freeman & Freeman 401K Profit Sharing Plan-3$92,652$0-
202013$84,216$0-
Freeman & Freeman 401K Profit Sharing Plan-3$84,216$0-
201913$79,731$0-
Freeman & Freeman 401K Profit Sharing Plan-3$79,731--
201814$69,605$0-
Freeman & Freeman 401K Profit Sharing Plan-4$69,605--
201614$66,061$0-
Freeman & Freeman 401K Profit Sharing Plan-4$66,061$0-
201515$105,817$0-
Freeman & Freeman 401K Profit Sharing Plan-5$105,817$0-
201415$108,060$5,500$1,100iApproximate average salary by contribution assumption: employee only about $27,500 at 4% or $18,333 at 6%; with 50% employer match about $18,333 at 4% or $12,222 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%.
Freeman & Freeman 401K Profit Sharing Plan-5$108,060$5,500$1,100iApproximate average salary by contribution assumption: employee only about $27,500 at 4% or $18,333 at 6%; with 50% employer match about $18,333 at 4% or $12,222 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%.
201316$107,718$0-
Freeman & Freeman 401K Profit Sharing Plan-6$107,718--
201216$89,672$0-
Freeman & Freeman 401K Profit Sharing Plan-6$89,672--
201116$80,688$0-
Freeman & Freeman 401K Profit Sharing Plan-6$80,688--
201016$89,662$0-
Freeman & Freeman 401K Profit Sharing Plan-6$89,662$0-
200916$82,335$0-
Freeman & Freeman 401K Profit Sharing Plan-6$82,335--
200818$70,082$0-
Freeman & Freeman 401K Profit Sharing Plan-8$70,082--
200717$99,133$0-
Freeman & Freeman 401K Profit Sharing Plan-7$99,133--
200617$87,726$0-
Freeman & Freeman 401K Profit Sharing Plan-7$87,726--
200518$78,525$300$38iApproximate average salary by contribution assumption: employee only about $938 at 4% or $625 at 6%; with 50% employer match about $625 at 4% or $417 at 6%; with 100% employer match about $469 at 4% or $313 at 6%.
Freeman & Freeman 401K Profit Sharing Plan-8$78,525$300$38iApproximate average salary by contribution assumption: employee only about $938 at 4% or $625 at 6%; with 50% employer match about $625 at 4% or $417 at 6%; with 100% employer match about $469 at 4% or $313 at 6%.
200319$76,618$0-
Freeman & Freeman 401K Profit Sharing Plan-9$76,618--
2002110$0$0-
Freeman & Freeman 401K Profit Sharing Plan-10---
200115$82,785$15,844$3,169iApproximate average salary by contribution assumption: employee only about $79,220 at 4% or $52,813 at 6%; with 50% employer match about $52,813 at 4% or $35,209 at 6%; with 100% employer match about $39,610 at 4% or $26,407 at 6%.
Freeman & Freeman 401K Profit Sharing Plan-5$82,785$15,844$3,169iApproximate average salary by contribution assumption: employee only about $79,220 at 4% or $52,813 at 6%; with 50% employer match about $52,813 at 4% or $35,209 at 6%; with 100% employer match about $39,610 at 4% or $26,407 at 6%.
200015$118,113$29,965$5,993iApproximate average salary by contribution assumption: employee only about $149,825 at 4% or $99,883 at 6%; with 50% employer match about $99,883 at 4% or $66,589 at 6%; with 100% employer match about $74,913 at 4% or $49,942 at 6%.
Freeman & Freeman 401K Profit Sharing Plan-5$118,113$29,965$5,993iApproximate average salary by contribution assumption: employee only about $149,825 at 4% or $99,883 at 6%; with 50% employer match about $99,883 at 4% or $66,589 at 6%; with 100% employer match about $74,913 at 4% or $49,942 at 6%.
1999110$164,100$40,890$4,089iApproximate average salary by contribution assumption: employee only about $102,225 at 4% or $68,150 at 6%; with 50% employer match about $68,150 at 4% or $45,433 at 6%; with 100% employer match about $51,113 at 4% or $34,075 at 6%.
Freeman & Freeman 401K Profit Sharing Plan-10$164,100$40,890$4,089iApproximate average salary by contribution assumption: employee only about $102,225 at 4% or $68,150 at 6%; with 50% employer match about $68,150 at 4% or $45,433 at 6%; with 100% employer match about $51,113 at 4% or $34,075 at 6%.
Freeman & Freeman | EIN 68-0127423 | 2024 Form 5500 Company Profile