Civic Intelligence

The Frees Foundation

Plan context: The Frees Foundation 403B 7 Plan and Trust

EIN 76-0053200 • Houston, TX • 22 filings • 7 plans

1127 Eldridge Pkwy Ste 300 Pmb 412Houston, TX 77077-1772
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$619,552

2020 Contributions

$32,979

Historical Graphs

Total Assets Over Time

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

$619,552$309,776$0200920142019YearValue
$619,552Latest year 2019

Participants Over Time

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

210200520132019YearValue
1Latest year 2019

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
202010$0$32,979-
The Frees Foundation 403B 7 Plan and Trust-0$0$32,979-
201911$619,552$31,711$31,711iApproximate average salary by contribution assumption: employee only about $792,775 at 4% or $528,517 at 6%; with 50% employer match about $528,517 at 4% or $352,344 at 6%; with 100% employer match about $396,388 at 4% or $264,258 at 6%.
The Frees Foundation 403B 7 Plan and Trust-1$619,552$31,711$31,711iApproximate average salary by contribution assumption: employee only about $792,775 at 4% or $528,517 at 6%; with 50% employer match about $528,517 at 4% or $352,344 at 6%; with 100% employer match about $396,388 at 4% or $264,258 at 6%.
201811$470,277$31,140$31,140iApproximate average salary by contribution assumption: employee only about $778,500 at 4% or $519,000 at 6%; with 50% employer match about $519,000 at 4% or $346,000 at 6%; with 100% employer match about $389,250 at 4% or $259,500 at 6%.
The Frees Foundation 403B 7 Plan and Trust-1$470,277$31,140$31,140iApproximate average salary by contribution assumption: employee only about $778,500 at 4% or $519,000 at 6%; with 50% employer match about $519,000 at 4% or $346,000 at 6%; with 100% employer match about $389,250 at 4% or $259,500 at 6%.
201711$480,985$30,234$30,234iApproximate average salary by contribution assumption: employee only about $755,850 at 4% or $503,900 at 6%; with 50% employer match about $503,900 at 4% or $335,933 at 6%; with 100% employer match about $377,925 at 4% or $251,950 at 6%.
The Frees Foundation 403B 7 Plan and Trust-1$480,985$30,234$30,234iApproximate average salary by contribution assumption: employee only about $755,850 at 4% or $503,900 at 6%; with 50% employer match about $503,900 at 4% or $335,933 at 6%; with 100% employer match about $377,925 at 4% or $251,950 at 6%.
201611$374,485$29,625$29,625iApproximate average salary by contribution assumption: employee only about $740,625 at 4% or $493,750 at 6%; with 50% employer match about $493,750 at 4% or $329,167 at 6%; with 100% employer match about $370,313 at 4% or $246,875 at 6%.
The Frees Foundation 403B 7 Plan and Trust-1$374,485$29,625$29,625iApproximate average salary by contribution assumption: employee only about $740,625 at 4% or $493,750 at 6%; with 50% employer match about $493,750 at 4% or $329,167 at 6%; with 100% employer match about $370,313 at 4% or $246,875 at 6%.
201511$319,498$26,825$26,825iApproximate average salary by contribution assumption: employee only about $670,625 at 4% or $447,083 at 6%; with 50% employer match about $447,083 at 4% or $298,056 at 6%; with 100% employer match about $335,313 at 4% or $223,542 at 6%.
The Frees Foundation 403B 7 Plan and Trust-1$319,498$26,825$26,825iApproximate average salary by contribution assumption: employee only about $670,625 at 4% or $447,083 at 6%; with 50% employer match about $447,083 at 4% or $298,056 at 6%; with 100% employer match about $335,313 at 4% or $223,542 at 6%.
201412$345,168$27,788$13,894iApproximate average salary by contribution assumption: employee only about $347,350 at 4% or $231,567 at 6%; with 50% employer match about $231,567 at 4% or $154,378 at 6%; with 100% employer match about $173,675 at 4% or $115,783 at 6%.
The Frees Foundation 403B 7 Plan and Trust-2$345,168$27,788$13,894iApproximate average salary by contribution assumption: employee only about $347,350 at 4% or $231,567 at 6%; with 50% employer match about $231,567 at 4% or $154,378 at 6%; with 100% employer match about $173,675 at 4% or $115,783 at 6%.
201312$299,539$27,517$13,759iApproximate average salary by contribution assumption: employee only about $343,963 at 4% or $229,308 at 6%; with 50% employer match about $229,308 at 4% or $152,872 at 6%; with 100% employer match about $171,981 at 4% or $114,654 at 6%.
The Frees Foundation 403B 7 Plan and Trust-2$299,539$27,517$13,759iApproximate average salary by contribution assumption: employee only about $343,963 at 4% or $229,308 at 6%; with 50% employer match about $229,308 at 4% or $152,872 at 6%; with 100% employer match about $171,981 at 4% or $114,654 at 6%.
201212$206,174$19,750$9,875iApproximate average salary by contribution assumption: employee only about $246,875 at 4% or $164,583 at 6%; with 50% employer match about $164,583 at 4% or $109,722 at 6%; with 100% employer match about $123,438 at 4% or $82,292 at 6%.
The Frees Foundation 403B 7 Plan and Trust-2$206,174$19,750$9,875iApproximate average salary by contribution assumption: employee only about $246,875 at 4% or $164,583 at 6%; with 50% employer match about $164,583 at 4% or $109,722 at 6%; with 100% employer match about $123,438 at 4% or $82,292 at 6%.
201112$163,658$20,597$10,299iApproximate average salary by contribution assumption: employee only about $257,463 at 4% or $171,642 at 6%; with 50% employer match about $171,642 at 4% or $114,428 at 6%; with 100% employer match about $128,731 at 4% or $85,821 at 6%.
The Frees Foundation 403B 7 Plan and Trust-2$163,658$20,597$10,299iApproximate average salary by contribution assumption: employee only about $257,463 at 4% or $171,642 at 6%; with 50% employer match about $171,642 at 4% or $114,428 at 6%; with 100% employer match about $128,731 at 4% or $85,821 at 6%.
201012$149,972$13,527$6,764iApproximate average salary by contribution assumption: employee only about $169,088 at 4% or $112,725 at 6%; with 50% employer match about $112,725 at 4% or $75,150 at 6%; with 100% employer match about $84,544 at 4% or $56,363 at 6%.
The Frees Foundation 403B 7 Plan and Trust-2$149,972$13,527$6,764iApproximate average salary by contribution assumption: employee only about $169,088 at 4% or $112,725 at 6%; with 50% employer match about $112,725 at 4% or $75,150 at 6%; with 100% employer match about $84,544 at 4% or $56,363 at 6%.
200912$119,939$13,007$6,504iApproximate average salary by contribution assumption: employee only about $162,588 at 4% or $108,392 at 6%; with 50% employer match about $108,392 at 4% or $72,261 at 6%; with 100% employer match about $81,294 at 4% or $54,196 at 6%.
The Frees Foundation 403B 7 Plan and Trust-2$119,939$13,007$6,504iApproximate average salary by contribution assumption: employee only about $162,588 at 4% or $108,392 at 6%; with 50% employer match about $108,392 at 4% or $72,261 at 6%; with 100% employer match about $81,294 at 4% or $54,196 at 6%.
200812$0$0-
The Frees Foundation 403B 7 Plan and Trust-2---
200712$0$0-
The Frees Foundation 403B 7 Plan and Trust-2---
200610$0$0-
The Frees Foundation 403B 7 Plan and Trust-0---
200512$0$0-
The Frees Foundation 403B 7 Plan and Trust-2---
200410$0$0-
The Frees Foundation 403B 7 Plan and Trust-0---
200310$0$0-
The Frees Foundation 403B 7 Plan and Trust-0---
200210$0$0-
The Frees Foundation 403B 7 Plan and Trust-0---
200110$0$0-
The Frees Foundation 403B 7 Plan and Trust-0---
200010$0$0-
THE FREES FOUNDATION 403B7 PLAN PLAN AND TRUST-0---
199910$0$0-
The Frees Foundation 403B 7 Plan and Trust-0---