Freedom Capital Management LLC
Plan context: Freedom Capital Management LLC 401K Savings Plan
EIN 73-1628098 • 6 filings • 1 plans
Current Snapshot
Latest Year
2007
2007 Participants
26
2007 Assets
$4,069,956
2007 Contributions
$78,224
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $78,224 | - |
| Freedom Capital Management LLC 401K Savings Plan | - | 0 | - | $78,224 | - |
| 2006 | 1 | 0 | $4,069,956 | $352,342 | - |
| Freedom Capital Management LLC 401K Savings Plan | - | 0 | $4,069,956 | $352,342 | - |
| 2005 | 1 | 26 | $3,316,386 | $344,135 | $13,236iApproximate average salary by contribution assumption: employee only about $330,899 at 4% or $220,599 at 6%; with 50% employer match about $220,599 at 4% or $147,066 at 6%; with 100% employer match about $165,450 at 4% or $110,300 at 6%. |
| Freedom Capital Management LLC 401K Savings Plan | - | 26 | $3,316,386 | $344,135 | $13,236iApproximate average salary by contribution assumption: employee only about $330,899 at 4% or $220,599 at 6%; with 50% employer match about $220,599 at 4% or $147,066 at 6%; with 100% employer match about $165,450 at 4% or $110,300 at 6%. |
| 2004 | 1 | 25 | $2,829,284 | $459,326 | $18,373iApproximate average salary by contribution assumption: employee only about $459,326 at 4% or $306,217 at 6%; with 50% employer match about $306,217 at 4% or $204,145 at 6%; with 100% employer match about $229,663 at 4% or $153,109 at 6%. |
| Freedom Capital Management LLC 401K Savings Plan | - | 25 | $2,829,284 | $459,326 | $18,373iApproximate average salary by contribution assumption: employee only about $459,326 at 4% or $306,217 at 6%; with 50% employer match about $306,217 at 4% or $204,145 at 6%; with 100% employer match about $229,663 at 4% or $153,109 at 6%. |
| 2003 | 1 | 26 | $2,205,460 | $1,999,555 | $76,906iApproximate average salary by contribution assumption: employee only about $1,922,649 at 4% or $1,281,766 at 6%; with 50% employer match about $1,281,766 at 4% or $854,511 at 6%; with 100% employer match about $961,325 at 4% or $640,883 at 6%. |
| Freedom Capital Management LLC 401K Savings Plan | - | 26 | $2,205,460 | $1,999,555 | $76,906iApproximate average salary by contribution assumption: employee only about $1,922,649 at 4% or $1,281,766 at 6%; with 50% employer match about $1,281,766 at 4% or $854,511 at 6%; with 100% employer match about $961,325 at 4% or $640,883 at 6%. |
| 2002 | 1 | 27 | $76,887 | $78,068 | $2,891iApproximate average salary by contribution assumption: employee only about $72,285 at 4% or $48,190 at 6%; with 50% employer match about $48,190 at 4% or $32,127 at 6%; with 100% employer match about $36,143 at 4% or $24,095 at 6%. |
| Freedom Capital Management LLC 401K Savings Plan | - | 27 | $76,887 | $78,068 | $2,891iApproximate average salary by contribution assumption: employee only about $72,285 at 4% or $48,190 at 6%; with 50% employer match about $48,190 at 4% or $32,127 at 6%; with 100% employer match about $36,143 at 4% or $24,095 at 6%. |