2023 Form 5500 filing — Vispero 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 20241014152909NAL0046593792001) for Vispero 401(K) Plan, reported by Freedom Scientific, Inc. under EIN 33-0871664 and plan number 001. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152909NAL0046593792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Freedom Scientific, Inc.
- EIN
- 33-0871664
- Plan number
- 001
- Location
- Clearwater, FL
- Participants
- 387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,189,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,189,687
- Employer contributions
- $694,105
- Participant contributions
- $2,054,726
- Total income / additions
- $6,655,135
- Benefits paid
- $2,283,959
- Administrative expenses
- $177,350
- Total expenses
- $2,461,309
- Net increase / (decrease)
- $4,193,826
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $105,485 | $0 |
| Ubs Financial Services, Inc. | INVESTMENT PROVIDER | $63,174 | not reported in the loaded dataset |
| Retirement Solutions Specialists | CONTRACT ADMIN | $7,545 | $7,581 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $40 | not reported in the loaded dataset |