2023 Form 5500 filing — Freestore Foodbank, Inc. 403b Profit Sharing 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 20241015073810NAL0028945313001) for Freestore Foodbank, Inc. 403b Profit Sharing Plan, reported by Freestore Foodbank Inc. under EIN 23-7122205 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015073810NAL0028945313001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Freestore Foodbank Inc.
- EIN
- 23-7122205
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,609,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,609,892
- Employer contributions
- $404,642
- Participant contributions
- $587,542
- Total income / additions
- $2,144,106
- Benefits paid
- $416,621
- Administrative expenses
- $45,206
- Total expenses
- $469,417
- Net increase / (decrease)
- $1,674,689
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $23,404 | $0 |
| Cambridge Investment Group | INVESTMENT ADVISOR | $19,141 | not reported in the loaded dataset |
| Creative Retirement Systems, Inc. | CONTRACT ADMIN | $4,969 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $4,820 | not reported in the loaded dataset |