2023 Form 5500 filing — Freedom Forum, Inc. Retirement Savings 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 20241011143658NAL0012604691002) for Freedom Forum, Inc. Retirement Savings Plan, reported by The Freedom Forum, Inc. under EIN 54-1604427 and plan number 002. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011143658NAL0012604691002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Freedom Forum, Inc.
- EIN
- 54-1604427
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,958,702
- Net assets (EOY)
- $25,958,702
- Employer contributions
- $309,951
- Participant contributions
- $570,472
- Total income / additions
- $5,867,248
- Benefits paid
- $2,432,241
- Administrative expenses
- $121
- Total expenses
- $2,432,362
- Net increase / (decrease)
- $3,434,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORD KEEPER | $121 | $0 |
| Pimco Funds | not reported in the loaded dataset | $0 | $0 |
| Fidelity | not reported in the loaded dataset | $0 | $0 |
| Mfs Funds | not reported in the loaded dataset | $0 | $0 |
| Thornburg Funds | not reported in the loaded dataset | $0 | $0 |