2023 Form 5500 filing — Freedman Seating Company 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011082224NAL0010727635001) for Freedman Seating Company 401(K) Plan, reported by Freedman Seating Company under EIN 36-2276977 and plan number 001. It reports 687 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011082224NAL0010727635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Freedman Seating Company
- EIN
- 36-2276977
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 687
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,895,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,895,970
- Employer contributions
- $632,731
- Participant contributions
- $1,329,293
- Total income / additions
- $5,136,345
- Benefits paid
- $1,665,442
- Administrative expenses
- $59,625
- Total expenses
- $1,733,743
- Net increase / (decrease)
- $3,402,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $48,126 | not reported in the loaded dataset |
| Equitable Advisors LLC | BROKER/ADVISER | $0 | $42,375 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $8,586 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $2,913 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |