Civic Intelligence

Freeman, Sullivan & Co.

Plan context: Freeman, Sullivan & Co. Profit Sharing Plan

EIN 94-3172443 • San Francisco, CA • 19 filings • 5 plans

101 Montgomery St, 15th FloorSan Francisco, CA 94104
Current Snapshot

Latest Year

2009

2009 Participants

18

2009 Assets

$1,626,284

2009 Contributions

$663,109

Historical Graphs

Total Assets Over Time

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

$2,790,304$1,395,152$0199920052009YearValue
$1,626,284Latest year 2009

Participants Over Time

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

23120199920042009YearValue
18Latest year 2009

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
2009218$1,626,284$663,109$36,839iApproximate average salary by contribution assumption: employee only about $920,985 at 4% or $613,990 at 6%; with 50% employer match about $613,990 at 4% or $409,327 at 6%; with 100% employer match about $460,492 at 4% or $306,995 at 6%.
Freeman, Sullivan & Co. Profit Sharing Plan-18$1,626,284$285,109$15,839iApproximate average salary by contribution assumption: employee only about $395,985 at 4% or $263,990 at 6%; with 50% employer match about $263,990 at 4% or $175,993 at 6%; with 100% employer match about $197,992 at 4% or $131,995 at 6%.
Freeman Sullivan & Co. Pension Plan-0$0$378,000-
2008223$2,078,672$418,163$18,181iApproximate average salary by contribution assumption: employee only about $454,525 at 4% or $303,017 at 6%; with 50% employer match about $303,017 at 4% or $202,011 at 6%; with 100% employer match about $227,263 at 4% or $151,508 at 6%.
Freeman, Sullivan & Co. Profit Sharing Plan-23$1,239,903$268,163$11,659iApproximate average salary by contribution assumption: employee only about $291,482 at 4% or $194,321 at 6%; with 50% employer match about $194,321 at 4% or $129,547 at 6%; with 100% employer match about $145,741 at 4% or $97,161 at 6%.
Freeman Sullivan & Co. Pension Plan-7$838,769$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
2007221$2,790,304$569,697$27,128iApproximate average salary by contribution assumption: employee only about $678,211 at 4% or $452,140 at 6%; with 50% employer match about $452,140 at 4% or $301,427 at 6%; with 100% employer match about $339,105 at 4% or $226,070 at 6%.
Freeman, Sullivan & Co. Profit Sharing Plan-21$1,816,399$250,629$11,935iApproximate average salary by contribution assumption: employee only about $298,368 at 4% or $198,912 at 6%; with 50% employer match about $198,912 at 4% or $132,608 at 6%; with 100% employer match about $149,184 at 4% or $99,456 at 6%.
Freeman Sullivan & Co. Pension Plan-7$973,905$319,068$45,581iApproximate average salary by contribution assumption: employee only about $1,139,529 at 4% or $759,686 at 6%; with 50% employer match about $759,686 at 4% or $506,457 at 6%; with 100% employer match about $569,764 at 4% or $379,843 at 6%.
2006221$2,032,371$413,688$19,699iApproximate average salary by contribution assumption: employee only about $492,486 at 4% or $328,324 at 6%; with 50% employer match about $328,324 at 4% or $218,883 at 6%; with 100% employer match about $246,243 at 4% or $164,162 at 6%.
Freeman, Sullivan & Co. Profit Sharing Plan-21$1,431,197$194,868$9,279iApproximate average salary by contribution assumption: employee only about $231,986 at 4% or $154,657 at 6%; with 50% employer match about $154,657 at 4% or $103,105 at 6%; with 100% employer match about $115,993 at 4% or $77,329 at 6%.
Freeman Sullivan & Co. Pension Plan-6$601,174$218,820$36,470iApproximate average salary by contribution assumption: employee only about $911,750 at 4% or $607,833 at 6%; with 50% employer match about $607,833 at 4% or $405,222 at 6%; with 100% employer match about $455,875 at 4% or $303,917 at 6%.
2005214$1,512,919$373,577$26,684iApproximate average salary by contribution assumption: employee only about $667,102 at 4% or $444,735 at 6%; with 50% employer match about $444,735 at 4% or $296,490 at 6%; with 100% employer match about $333,551 at 4% or $222,367 at 6%.
Freeman, Sullivan & Co. Profit Sharing Plan-14$1,166,639$185,367$13,241iApproximate average salary by contribution assumption: employee only about $331,013 at 4% or $220,675 at 6%; with 50% employer match about $220,675 at 4% or $147,117 at 6%; with 100% employer match about $165,506 at 4% or $110,338 at 6%.
Freeman Sullivan & Co. Pension Plan-5$346,280$188,210$37,642iApproximate average salary by contribution assumption: employee only about $941,050 at 4% or $627,367 at 6%; with 50% employer match about $627,367 at 4% or $418,244 at 6%; with 100% employer match about $470,525 at 4% or $313,683 at 6%.
2004212$1,047,126$251,397$20,950iApproximate average salary by contribution assumption: employee only about $523,744 at 4% or $349,163 at 6%; with 50% employer match about $349,163 at 4% or $232,775 at 6%; with 100% employer match about $261,872 at 4% or $174,581 at 6%.
Freeman, Sullivan & Co. Profit Sharing Plan-12$898,728$153,927$12,827iApproximate average salary by contribution assumption: employee only about $320,681 at 4% or $213,788 at 6%; with 50% employer match about $213,788 at 4% or $142,525 at 6%; with 100% employer match about $160,341 at 4% or $106,894 at 6%.
Freeman Sullivan & Co. Pension Plan-7$148,398$97,470$13,924iApproximate average salary by contribution assumption: employee only about $348,107 at 4% or $232,071 at 6%; with 50% employer match about $232,071 at 4% or $154,714 at 6%; with 100% employer match about $174,054 at 4% or $116,036 at 6%.
2003217$915,622$234,358$13,786iApproximate average salary by contribution assumption: employee only about $344,644 at 4% or $229,763 at 6%; with 50% employer match about $229,763 at 4% or $153,175 at 6%; with 100% employer match about $172,322 at 4% or $114,881 at 6%.
Freeman, Sullivan & Co. Profit Sharing Plan-17$868,414$187,150$11,009iApproximate average salary by contribution assumption: employee only about $275,221 at 4% or $183,480 at 6%; with 50% employer match about $183,480 at 4% or $122,320 at 6%; with 100% employer match about $137,610 at 4% or $91,740 at 6%.
Freeman Sullivan & Co. Pension Plan-8$47,208$47,208$5,901iApproximate average salary by contribution assumption: employee only about $147,525 at 4% or $98,350 at 6%; with 50% employer match about $98,350 at 4% or $65,567 at 6%; with 100% employer match about $73,763 at 4% or $49,175 at 6%.
2002118$512,312$123,781$6,877iApproximate average salary by contribution assumption: employee only about $171,918 at 4% or $114,612 at 6%; with 50% employer match about $114,612 at 4% or $76,408 at 6%; with 100% employer match about $85,959 at 4% or $57,306 at 6%.
Freeman, Sullivan & Co. Profit Sharing Plan-18$512,312$123,781$6,877iApproximate average salary by contribution assumption: employee only about $171,918 at 4% or $114,612 at 6%; with 50% employer match about $114,612 at 4% or $76,408 at 6%; with 100% employer match about $85,959 at 4% or $57,306 at 6%.
2001118$458,481$110,217$6,123iApproximate average salary by contribution assumption: employee only about $153,079 at 4% or $102,053 at 6%; with 50% employer match about $102,053 at 4% or $68,035 at 6%; with 100% employer match about $76,540 at 4% or $51,026 at 6%.
Freeman, Sullivan & Co. Profit Sharing Plan-18$458,481$110,217$6,123iApproximate average salary by contribution assumption: employee only about $153,079 at 4% or $102,053 at 6%; with 50% employer match about $102,053 at 4% or $68,035 at 6%; with 100% employer match about $76,540 at 4% or $51,026 at 6%.
2000212$0$0-
Freeman, Sullivan & Co. Profit Sharing Plan-12---
FREEMAN, SULLIVAN & CO. 401K PROFIT SHARING PLAN-0---
199915$24,440$24,440$4,888iApproximate average salary by contribution assumption: employee only about $122,200 at 4% or $81,467 at 6%; with 50% employer match about $81,467 at 4% or $54,311 at 6%; with 100% employer match about $61,100 at 4% or $40,733 at 6%.
Freeman, Sullivan & Co. Profit Sharing Plan-5$24,440$24,440$4,888iApproximate average salary by contribution assumption: employee only about $122,200 at 4% or $81,467 at 6%; with 50% employer match about $81,467 at 4% or $54,311 at 6%; with 100% employer match about $61,100 at 4% or $40,733 at 6%.