2023 Form 5500 filing — Freeman, Freeman & Smiley, Llp Profit Sharing 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 20241014173427NAL0013694243001) for Freeman, Freeman & Smiley, Llp Profit Sharing 401(K) Plan, reported by Freeman, Freeman & Smiley, Llp under EIN 95-3743257 and plan number 001. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014173427NAL0013694243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Freeman, Freeman & Smiley, Llp
- EIN
- 95-3743257
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,990,065
- Net assets (EOY)
- $11,990,065
- Employer contributions
- $526,497
- Participant contributions
- $714,186
- Total income / additions
- $6,693,698
- Benefits paid
- $44,143,250
- Administrative expenses
- $99,381
- Total expenses
- $44,242,631
- Net increase / (decrease)
- -$37,548,933
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $60,279 | not reported in the loaded dataset |
| Private Management Group Inc | NONE | $35,207 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $482 | $0 |