H.W. Frazee & Co.
Plan context: H.W. Frazee & Co., Retirement Plan
EIN 95-4729778 • Calabasas, CA • 25 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,927,288
2024 Contributions
$726,222
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 0 | $0 | - | - |
| 2023 | 1 | 5 | $1,927,288 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 5 | $1,927,288 | - | - |
| 2022 | 1 | 5 | $2,134,716 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 5 | $2,134,716 | - | - |
| 2021 | 1 | 5 | $1,997,563 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 5 | $1,997,563 | - | - |
| 2020 | 1 | 4 | $2,679,623 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 4 | $2,679,623 | - | - |
| 2019 | 1 | 4 | $2,249,897 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 4 | $2,249,897 | - | - |
| 2018 | 1 | 4 | $2,492,159 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 4 | $2,492,159 | - | - |
| 2017 | 1 | 4 | $3,576,683 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 4 | $3,576,683 | - | - |
| 2016 | 1 | 3 | $3,178,456 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 3 | $3,178,456 | - | - |
| 2015 | 1 | 3 | $3,054,030 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 3 | $3,054,030 | - | - |
| 2014 | 1 | 3 | $3,120,273 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 3 | $3,120,273 | - | - |
| 2013 | 1 | 3 | $3,032,450 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 3 | $3,032,450 | - | - |
| 2012 | 1 | 3 | $2,787,582 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 3 | $2,787,582 | - | - |
| 2011 | 1 | 3 | $2,806,134 | $726,222 | $242,074iApproximate average salary by contribution assumption: employee only about $6,051,850 at 4% or $4,034,567 at 6%; with 50% employer match about $4,034,567 at 4% or $2,689,711 at 6%; with 100% employer match about $3,025,925 at 4% or $2,017,283 at 6%. |
| H.W. Frazee & Co., Retirement Plan | - | 3 | $2,806,134 | $726,222 | $242,074iApproximate average salary by contribution assumption: employee only about $6,051,850 at 4% or $4,034,567 at 6%; with 50% employer match about $4,034,567 at 4% or $2,689,711 at 6%; with 100% employer match about $3,025,925 at 4% or $2,017,283 at 6%. |
| 2010 | 1 | 3 | $2,131,942 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 3 | $2,131,942 | - | - |
| 2009 | 1 | 3 | $1,968,834 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 3 | $1,968,834 | - | - |
| 2008 | 1 | 3 | $1,346,319 | $7,400 | $2,467iApproximate average salary by contribution assumption: employee only about $61,667 at 4% or $41,111 at 6%; with 50% employer match about $41,111 at 4% or $27,407 at 6%; with 100% employer match about $30,833 at 4% or $20,556 at 6%. |
| H.W. Frazee & Co., Retirement Plan | - | 3 | $1,346,319 | $7,400 | $2,467iApproximate average salary by contribution assumption: employee only about $61,667 at 4% or $41,111 at 6%; with 50% employer match about $41,111 at 4% or $27,407 at 6%; with 100% employer match about $30,833 at 4% or $20,556 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 3 | - | - | - |
| 2006 | 1 | 4 | $1,770,125 | $149,952 | $37,488iApproximate average salary by contribution assumption: employee only about $937,200 at 4% or $624,800 at 6%; with 50% employer match about $624,800 at 4% or $416,533 at 6%; with 100% employer match about $468,600 at 4% or $312,400 at 6%. |
| H.W. Frazee & Co., Retirement Plan | - | 4 | $1,770,125 | $149,952 | $37,488iApproximate average salary by contribution assumption: employee only about $937,200 at 4% or $624,800 at 6%; with 50% employer match about $624,800 at 4% or $416,533 at 6%; with 100% employer match about $468,600 at 4% or $312,400 at 6%. |
| 2005 | 1 | 3 | $1,532,673 | $150,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| H.W. Frazee & Co., Retirement Plan | - | 3 | $1,532,673 | $150,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2004 | 1 | 3 | $1,495,879 | $127,333 | $42,444iApproximate average salary by contribution assumption: employee only about $1,061,108 at 4% or $707,406 at 6%; with 50% employer match about $707,406 at 4% or $471,604 at 6%; with 100% employer match about $530,554 at 4% or $353,703 at 6%. |
| H.W. Frazee & Co., Retirement Plan | - | 3 | $1,495,879 | $127,333 | $42,444iApproximate average salary by contribution assumption: employee only about $1,061,108 at 4% or $707,406 at 6%; with 50% employer match about $707,406 at 4% or $471,604 at 6%; with 100% employer match about $530,554 at 4% or $353,703 at 6%. |
| 2003 | 1 | 2 | $376,445 | $88,486 | $44,243iApproximate average salary by contribution assumption: employee only about $1,106,075 at 4% or $737,383 at 6%; with 50% employer match about $737,383 at 4% or $491,589 at 6%; with 100% employer match about $553,038 at 4% or $368,692 at 6%. |
| H.W. Frazee & Co., Retirement Plan | - | 2 | $376,445 | $88,486 | $44,243iApproximate average salary by contribution assumption: employee only about $1,106,075 at 4% or $737,383 at 6%; with 50% employer match about $737,383 at 4% or $491,589 at 6%; with 100% employer match about $553,038 at 4% or $368,692 at 6%. |
| 2002 | 1 | 2 | $286,685 | $93,509 | $46,755iApproximate average salary by contribution assumption: employee only about $1,168,863 at 4% or $779,242 at 6%; with 50% employer match about $779,242 at 4% or $519,494 at 6%; with 100% employer match about $584,431 at 4% or $389,621 at 6%. |
| H.W. Frazee & Co., Retirement Plan | - | 2 | $286,685 | $93,509 | $46,755iApproximate average salary by contribution assumption: employee only about $1,168,863 at 4% or $779,242 at 6%; with 50% employer match about $779,242 at 4% or $519,494 at 6%; with 100% employer match about $584,431 at 4% or $389,621 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 2 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| H.W. Frazee & Co., Retirement Plan | - | 3 | - | - | - |