Freestone Financial LLC
Plan context: Freestone 401(K) Plan
EIN 81-5353436 • Scottsdale, AZ • 8 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$478,388
2025 Contributions
$24,537
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $478,388 | $24,537 | $8,179iApproximate average salary by contribution assumption: employee only about $204,475 at 4% or $136,317 at 6%; with 50% employer match about $136,317 at 4% or $90,878 at 6%; with 100% employer match about $102,238 at 4% or $68,158 at 6%. |
| Freestone 401(K) Plan | - | 3 | $478,388 | $24,537 | $8,179iApproximate average salary by contribution assumption: employee only about $204,475 at 4% or $136,317 at 6%; with 50% employer match about $136,317 at 4% or $90,878 at 6%; with 100% employer match about $102,238 at 4% or $68,158 at 6%. |
| 2024 | 1 | 3 | $384,473 | $48,433 | $16,144iApproximate average salary by contribution assumption: employee only about $403,608 at 4% or $269,072 at 6%; with 50% employer match about $269,072 at 4% or $179,381 at 6%; with 100% employer match about $201,804 at 4% or $134,536 at 6%. |
| Freestone 401(K) Plan | - | 3 | $384,473 | $48,433 | $16,144iApproximate average salary by contribution assumption: employee only about $403,608 at 4% or $269,072 at 6%; with 50% employer match about $269,072 at 4% or $179,381 at 6%; with 100% employer match about $201,804 at 4% or $134,536 at 6%. |
| 2023 | 1 | 3 | $296,220 | $44,627 | $14,876iApproximate average salary by contribution assumption: employee only about $371,892 at 4% or $247,928 at 6%; with 50% employer match about $247,928 at 4% or $165,285 at 6%; with 100% employer match about $185,946 at 4% or $123,964 at 6%. |
| Freestone 401(K) Plan | - | 3 | $296,220 | $44,627 | $14,876iApproximate average salary by contribution assumption: employee only about $371,892 at 4% or $247,928 at 6%; with 50% employer match about $247,928 at 4% or $165,285 at 6%; with 100% employer match about $185,946 at 4% or $123,964 at 6%. |
| 2022 | 1 | 3 | $211,037 | $43,640 | $14,547iApproximate average salary by contribution assumption: employee only about $363,667 at 4% or $242,444 at 6%; with 50% employer match about $242,444 at 4% or $161,630 at 6%; with 100% employer match about $181,833 at 4% or $121,222 at 6%. |
| Freestone 401(K) Plan | - | 3 | $211,037 | $43,640 | $14,547iApproximate average salary by contribution assumption: employee only about $363,667 at 4% or $242,444 at 6%; with 50% employer match about $242,444 at 4% or $161,630 at 6%; with 100% employer match about $181,833 at 4% or $121,222 at 6%. |
| 2021 | 1 | 3 | $212,490 | $39,221 | $13,074iApproximate average salary by contribution assumption: employee only about $326,842 at 4% or $217,894 at 6%; with 50% employer match about $217,894 at 4% or $145,263 at 6%; with 100% employer match about $163,421 at 4% or $108,947 at 6%. |
| Freestone 401(K) Plan | - | 3 | $212,490 | $39,221 | $13,074iApproximate average salary by contribution assumption: employee only about $326,842 at 4% or $217,894 at 6%; with 50% employer match about $217,894 at 4% or $145,263 at 6%; with 100% employer match about $163,421 at 4% or $108,947 at 6%. |
| 2020 | 1 | 3 | $187,182 | $31,384 | $10,461iApproximate average salary by contribution assumption: employee only about $261,533 at 4% or $174,356 at 6%; with 50% employer match about $174,356 at 4% or $116,237 at 6%; with 100% employer match about $130,767 at 4% or $87,178 at 6%. |
| Freestone 401(K) Plan | - | 3 | $187,182 | $31,384 | $10,461iApproximate average salary by contribution assumption: employee only about $261,533 at 4% or $174,356 at 6%; with 50% employer match about $174,356 at 4% or $116,237 at 6%; with 100% employer match about $130,767 at 4% or $87,178 at 6%. |
| 2019 | 1 | 2 | $132,958 | $110,025 | $55,013iApproximate average salary by contribution assumption: employee only about $1,375,313 at 4% or $916,875 at 6%; with 50% employer match about $916,875 at 4% or $611,250 at 6%; with 100% employer match about $687,656 at 4% or $458,438 at 6%. |
| Freestone 401(K) Plan | - | 2 | $132,958 | $110,025 | $55,013iApproximate average salary by contribution assumption: employee only about $1,375,313 at 4% or $916,875 at 6%; with 50% employer match about $916,875 at 4% or $611,250 at 6%; with 100% employer match about $687,656 at 4% or $458,438 at 6%. |
| 2018 | 1 | 1 | $10,333 | $11,423 | $11,423iApproximate average salary by contribution assumption: employee only about $285,575 at 4% or $190,383 at 6%; with 50% employer match about $190,383 at 4% or $126,922 at 6%; with 100% employer match about $142,788 at 4% or $95,192 at 6%. |
| Freestone 401(K) Plan | - | 1 | $10,333 | $11,423 | $11,423iApproximate average salary by contribution assumption: employee only about $285,575 at 4% or $190,383 at 6%; with 50% employer match about $190,383 at 4% or $126,922 at 6%; with 100% employer match about $142,788 at 4% or $95,192 at 6%. |