Civic Intelligence

Freemon, Shapard & Story

Plan context: Freemon, Shapard & Story 401(K) Retirement Plan

EIN 75-0706311 • Wichita Falls, TX • 25 filings • 5 plans

807 8th Street2nd FloorWichita Falls, TX 76301
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$5,663,558

2024 Contributions

$223,123

Historical Graphs

Total Assets Over Time

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

$5,663,558$2,831,779$0200220132024YearValue
$5,663,558Latest year 2024

Participants Over Time

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

66330200020122024YearValue
31Latest 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
2024131$5,663,558$223,123$7,198iApproximate average salary by contribution assumption: employee only about $179,938 at 4% or $119,959 at 6%; with 50% employer match about $119,959 at 4% or $79,972 at 6%; with 100% employer match about $89,969 at 4% or $59,979 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-31$5,663,558$223,123$7,198iApproximate average salary by contribution assumption: employee only about $179,938 at 4% or $119,959 at 6%; with 50% employer match about $119,959 at 4% or $79,972 at 6%; with 100% employer match about $89,969 at 4% or $59,979 at 6%.
2023131$5,153,513$229,205$7,394iApproximate average salary by contribution assumption: employee only about $184,843 at 4% or $123,228 at 6%; with 50% employer match about $123,228 at 4% or $82,152 at 6%; with 100% employer match about $92,421 at 4% or $61,614 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-31$5,153,513$229,205$7,394iApproximate average salary by contribution assumption: employee only about $184,843 at 4% or $123,228 at 6%; with 50% employer match about $123,228 at 4% or $82,152 at 6%; with 100% employer match about $92,421 at 4% or $61,614 at 6%.
2022132$4,723,900$208,724$6,523iApproximate average salary by contribution assumption: employee only about $163,066 at 4% or $108,710 at 6%; with 50% employer match about $108,710 at 4% or $72,474 at 6%; with 100% employer match about $81,533 at 4% or $54,355 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-32$4,723,900$208,724$6,523iApproximate average salary by contribution assumption: employee only about $163,066 at 4% or $108,710 at 6%; with 50% employer match about $108,710 at 4% or $72,474 at 6%; with 100% employer match about $81,533 at 4% or $54,355 at 6%.
2021132$5,265,288$205,204$6,413iApproximate average salary by contribution assumption: employee only about $160,316 at 4% or $106,877 at 6%; with 50% employer match about $106,877 at 4% or $71,251 at 6%; with 100% employer match about $80,158 at 4% or $53,439 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-32$5,265,288$205,204$6,413iApproximate average salary by contribution assumption: employee only about $160,316 at 4% or $106,877 at 6%; with 50% employer match about $106,877 at 4% or $71,251 at 6%; with 100% employer match about $80,158 at 4% or $53,439 at 6%.
2020131$4,762,695$191,782$6,187iApproximate average salary by contribution assumption: employee only about $154,663 at 4% or $103,109 at 6%; with 50% employer match about $103,109 at 4% or $68,739 at 6%; with 100% employer match about $77,331 at 4% or $51,554 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-31$4,762,695$191,782$6,187iApproximate average salary by contribution assumption: employee only about $154,663 at 4% or $103,109 at 6%; with 50% employer match about $103,109 at 4% or $68,739 at 6%; with 100% employer match about $77,331 at 4% or $51,554 at 6%.
2019132$4,271,945$214,805$6,713iApproximate average salary by contribution assumption: employee only about $167,816 at 4% or $111,878 at 6%; with 50% employer match about $111,878 at 4% or $74,585 at 6%; with 100% employer match about $83,908 at 4% or $55,939 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-32$4,271,945$214,805$6,713iApproximate average salary by contribution assumption: employee only about $167,816 at 4% or $111,878 at 6%; with 50% employer match about $111,878 at 4% or $74,585 at 6%; with 100% employer match about $83,908 at 4% or $55,939 at 6%.
2018135$3,774,320$269,824$7,709iApproximate average salary by contribution assumption: employee only about $192,731 at 4% or $128,488 at 6%; with 50% employer match about $128,488 at 4% or $85,658 at 6%; with 100% employer match about $96,366 at 4% or $64,244 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-35$3,774,320$269,824$7,709iApproximate average salary by contribution assumption: employee only about $192,731 at 4% or $128,488 at 6%; with 50% employer match about $128,488 at 4% or $85,658 at 6%; with 100% employer match about $96,366 at 4% or $64,244 at 6%.
2017142$4,440,937$314,673$7,492iApproximate average salary by contribution assumption: employee only about $187,305 at 4% or $124,870 at 6%; with 50% employer match about $124,870 at 4% or $83,247 at 6%; with 100% employer match about $93,653 at 4% or $62,435 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-42$4,440,937$314,673$7,492iApproximate average salary by contribution assumption: employee only about $187,305 at 4% or $124,870 at 6%; with 50% employer match about $124,870 at 4% or $83,247 at 6%; with 100% employer match about $93,653 at 4% or $62,435 at 6%.
2016144$3,823,718$318,283$7,234iApproximate average salary by contribution assumption: employee only about $180,843 at 4% or $120,562 at 6%; with 50% employer match about $120,562 at 4% or $80,374 at 6%; with 100% employer match about $90,421 at 4% or $60,281 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-44$3,823,718$318,283$7,234iApproximate average salary by contribution assumption: employee only about $180,843 at 4% or $120,562 at 6%; with 50% employer match about $120,562 at 4% or $80,374 at 6%; with 100% employer match about $90,421 at 4% or $60,281 at 6%.
2015145$3,387,001$326,012$7,245iApproximate average salary by contribution assumption: employee only about $181,118 at 4% or $120,745 at 6%; with 50% employer match about $120,745 at 4% or $80,497 at 6%; with 100% employer match about $90,559 at 4% or $60,373 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-45$3,387,001$326,012$7,245iApproximate average salary by contribution assumption: employee only about $181,118 at 4% or $120,745 at 6%; with 50% employer match about $120,745 at 4% or $80,497 at 6%; with 100% employer match about $90,559 at 4% or $60,373 at 6%.
2014155$3,139,440$289,939$5,272iApproximate average salary by contribution assumption: employee only about $131,790 at 4% or $87,860 at 6%; with 50% employer match about $87,860 at 4% or $58,574 at 6%; with 100% employer match about $65,895 at 4% or $43,930 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-55$3,139,440$289,939$5,272iApproximate average salary by contribution assumption: employee only about $131,790 at 4% or $87,860 at 6%; with 50% employer match about $87,860 at 4% or $58,574 at 6%; with 100% employer match about $65,895 at 4% or $43,930 at 6%.
2013153$2,761,855$257,304$4,855iApproximate average salary by contribution assumption: employee only about $121,370 at 4% or $80,913 at 6%; with 50% employer match about $80,913 at 4% or $53,942 at 6%; with 100% employer match about $60,685 at 4% or $40,457 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-53$2,761,855$257,304$4,855iApproximate average salary by contribution assumption: employee only about $121,370 at 4% or $80,913 at 6%; with 50% employer match about $80,913 at 4% or $53,942 at 6%; with 100% employer match about $60,685 at 4% or $40,457 at 6%.
2012156$2,405,704$288,829$5,158iApproximate average salary by contribution assumption: employee only about $128,942 at 4% or $85,961 at 6%; with 50% employer match about $85,961 at 4% or $57,307 at 6%; with 100% employer match about $64,471 at 4% or $42,981 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-56$2,405,704$288,829$5,158iApproximate average salary by contribution assumption: employee only about $128,942 at 4% or $85,961 at 6%; with 50% employer match about $85,961 at 4% or $57,307 at 6%; with 100% employer match about $64,471 at 4% or $42,981 at 6%.
2011163$1,930,276$244,190$3,876iApproximate average salary by contribution assumption: employee only about $96,901 at 4% or $64,601 at 6%; with 50% employer match about $64,601 at 4% or $43,067 at 6%; with 100% employer match about $48,450 at 4% or $32,300 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-63$1,930,276$244,190$3,876iApproximate average salary by contribution assumption: employee only about $96,901 at 4% or $64,601 at 6%; with 50% employer match about $64,601 at 4% or $43,067 at 6%; with 100% employer match about $48,450 at 4% or $32,300 at 6%.
2010158$1,756,325$265,626$4,580iApproximate average salary by contribution assumption: employee only about $114,494 at 4% or $76,329 at 6%; with 50% employer match about $76,329 at 4% or $50,886 at 6%; with 100% employer match about $57,247 at 4% or $38,165 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-58$1,756,325$265,626$4,580iApproximate average salary by contribution assumption: employee only about $114,494 at 4% or $76,329 at 6%; with 50% employer match about $76,329 at 4% or $50,886 at 6%; with 100% employer match about $57,247 at 4% or $38,165 at 6%.
2009160$1,466,451$220,365$3,673iApproximate average salary by contribution assumption: employee only about $91,819 at 4% or $61,213 at 6%; with 50% employer match about $61,213 at 4% or $40,808 at 6%; with 100% employer match about $45,909 at 4% or $30,606 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-60$1,466,451$220,365$3,673iApproximate average salary by contribution assumption: employee only about $91,819 at 4% or $61,213 at 6%; with 50% employer match about $61,213 at 4% or $40,808 at 6%; with 100% employer match about $45,909 at 4% or $30,606 at 6%.
2008150$1,100,468$304,054$6,081iApproximate average salary by contribution assumption: employee only about $152,027 at 4% or $101,351 at 6%; with 50% employer match about $101,351 at 4% or $67,568 at 6%; with 100% employer match about $76,014 at 4% or $50,676 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-50$1,100,468$304,054$6,081iApproximate average salary by contribution assumption: employee only about $152,027 at 4% or $101,351 at 6%; with 50% employer match about $101,351 at 4% or $67,568 at 6%; with 100% employer match about $76,014 at 4% or $50,676 at 6%.
2007165$1,466,171$242,828$3,736iApproximate average salary by contribution assumption: employee only about $93,395 at 4% or $62,264 at 6%; with 50% employer match about $62,264 at 4% or $41,509 at 6%; with 100% employer match about $46,698 at 4% or $31,132 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-65$1,466,171$242,828$3,736iApproximate average salary by contribution assumption: employee only about $93,395 at 4% or $62,264 at 6%; with 50% employer match about $62,264 at 4% or $41,509 at 6%; with 100% employer match about $46,698 at 4% or $31,132 at 6%.
2006165$1,319,272$267,825$4,120iApproximate average salary by contribution assumption: employee only about $103,010 at 4% or $68,673 at 6%; with 50% employer match about $68,673 at 4% or $45,782 at 6%; with 100% employer match about $51,505 at 4% or $34,337 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-65$1,319,272$267,825$4,120iApproximate average salary by contribution assumption: employee only about $103,010 at 4% or $68,673 at 6%; with 50% employer match about $68,673 at 4% or $45,782 at 6%; with 100% employer match about $51,505 at 4% or $34,337 at 6%.
2005164$1,110,505$244,016$3,813iApproximate average salary by contribution assumption: employee only about $95,319 at 4% or $63,546 at 6%; with 50% employer match about $63,546 at 4% or $42,364 at 6%; with 100% employer match about $47,659 at 4% or $31,773 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-64$1,110,505$244,016$3,813iApproximate average salary by contribution assumption: employee only about $95,319 at 4% or $63,546 at 6%; with 50% employer match about $63,546 at 4% or $42,364 at 6%; with 100% employer match about $47,659 at 4% or $31,773 at 6%.
2004166$971,082$200,708$3,041iApproximate average salary by contribution assumption: employee only about $76,026 at 4% or $50,684 at 6%; with 50% employer match about $50,684 at 4% or $33,789 at 6%; with 100% employer match about $38,013 at 4% or $25,342 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-66$971,082$200,708$3,041iApproximate average salary by contribution assumption: employee only about $76,026 at 4% or $50,684 at 6%; with 50% employer match about $50,684 at 4% or $33,789 at 6%; with 100% employer match about $38,013 at 4% or $25,342 at 6%.
2003164$745,951$205,271$3,207iApproximate average salary by contribution assumption: employee only about $80,184 at 4% or $53,456 at 6%; with 50% employer match about $53,456 at 4% or $35,637 at 6%; with 100% employer match about $40,092 at 4% or $26,728 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-64$745,951$205,271$3,207iApproximate average salary by contribution assumption: employee only about $80,184 at 4% or $53,456 at 6%; with 50% employer match about $53,456 at 4% or $35,637 at 6%; with 100% employer match about $40,092 at 4% or $26,728 at 6%.
2002155$474,550$181,673$3,303iApproximate average salary by contribution assumption: employee only about $82,579 at 4% or $55,052 at 6%; with 50% employer match about $55,052 at 4% or $36,702 at 6%; with 100% employer match about $41,289 at 4% or $27,526 at 6%.
Freemon, Shapard & Story 401(K) Retirement Plan-55$474,550$181,673$3,303iApproximate average salary by contribution assumption: employee only about $82,579 at 4% or $55,052 at 6%; with 50% employer match about $55,052 at 4% or $36,702 at 6%; with 100% employer match about $41,289 at 4% or $27,526 at 6%.
2001164$0$0-
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2000156$0$0-
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