Civic Intelligence

FINANCIAL FREEDOM WEALTH MANAGEMENT GROUP LLC

Plan context: FINANCIAL FREEDOM 401(K) PROFIT SHARING PLAN

EIN 85-0533512 • Newport, OR • 6 filings • 1 plans

1007 SW Bayley StreetNewport, OR 97365
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$1,390,094

2025 Contributions

$237,449

Historical Graphs

Total Assets Over Time

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

$1,390,094$695,047$0202020232025YearValue
$1,390,094Latest year 2025

Participants Over Time

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

23120202020232025YearValue
23Latest year 2025

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
2025123$1,390,094$237,449$10,324iApproximate average salary by contribution assumption: employee only about $258,097 at 4% or $172,064 at 6%; with 50% employer match about $172,064 at 4% or $114,710 at 6%; with 100% employer match about $129,048 at 4% or $86,032 at 6%.
FINANCIAL FREEDOM 401(K) PROFIT SHARING PLAN-23$1,390,094$237,449$10,324iApproximate average salary by contribution assumption: employee only about $258,097 at 4% or $172,064 at 6%; with 50% employer match about $172,064 at 4% or $114,710 at 6%; with 100% employer match about $129,048 at 4% or $86,032 at 6%.
2024122$1,020,159$151,165$6,871iApproximate average salary by contribution assumption: employee only about $171,778 at 4% or $114,519 at 6%; with 50% employer match about $114,519 at 4% or $76,346 at 6%; with 100% employer match about $85,889 at 4% or $57,259 at 6%.
FINANCIAL FREEDOM 401(K) PROFIT SHARING PLAN-22$1,020,159$151,165$6,871iApproximate average salary by contribution assumption: employee only about $171,778 at 4% or $114,519 at 6%; with 50% employer match about $114,519 at 4% or $76,346 at 6%; with 100% employer match about $85,889 at 4% or $57,259 at 6%.
2023116$733,818$128,337$8,021iApproximate average salary by contribution assumption: employee only about $200,527 at 4% or $133,684 at 6%; with 50% employer match about $133,684 at 4% or $89,123 at 6%; with 100% employer match about $100,263 at 4% or $66,842 at 6%.
FINANCIAL FREEDOM 401(K) PROFIT SHARING PLAN-16$733,818$128,337$8,021iApproximate average salary by contribution assumption: employee only about $200,527 at 4% or $133,684 at 6%; with 50% employer match about $133,684 at 4% or $89,123 at 6%; with 100% employer match about $100,263 at 4% or $66,842 at 6%.
2022119$1,068,305$168,310$8,858iApproximate average salary by contribution assumption: employee only about $221,461 at 4% or $147,640 at 6%; with 50% employer match about $147,640 at 4% or $98,427 at 6%; with 100% employer match about $110,730 at 4% or $73,820 at 6%.
FINANCIAL FREEDOM 401(K) PROFIT SHARING PLAN-19$1,068,305$168,310$8,858iApproximate average salary by contribution assumption: employee only about $221,461 at 4% or $147,640 at 6%; with 50% employer match about $147,640 at 4% or $98,427 at 6%; with 100% employer match about $110,730 at 4% or $73,820 at 6%.
2021115$1,112,953$137,907$9,194iApproximate average salary by contribution assumption: employee only about $229,845 at 4% or $153,230 at 6%; with 50% employer match about $153,230 at 4% or $102,153 at 6%; with 100% employer match about $114,922 at 4% or $76,615 at 6%.
FINANCIAL FREEDOM 401(K) PROFIT SHARING PLAN-15$1,112,953$137,907$9,194iApproximate average salary by contribution assumption: employee only about $229,845 at 4% or $153,230 at 6%; with 50% employer match about $153,230 at 4% or $102,153 at 6%; with 100% employer match about $114,922 at 4% or $76,615 at 6%.
2020112$874,238$117,656$9,805iApproximate average salary by contribution assumption: employee only about $245,117 at 4% or $163,411 at 6%; with 50% employer match about $163,411 at 4% or $108,941 at 6%; with 100% employer match about $122,558 at 4% or $81,706 at 6%.
FINANCIAL FREEDOM 401(K) PROFIT SHARING PLAN-12$874,238$117,656$9,805iApproximate average salary by contribution assumption: employee only about $245,117 at 4% or $163,411 at 6%; with 50% employer match about $163,411 at 4% or $108,941 at 6%; with 100% employer match about $122,558 at 4% or $81,706 at 6%.