2023 Form 5500 filing — Freeman 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 20241015101804NAL0016130595001) for Freeman 401(K) Plan, reported by Freeman Decorating Co. under EIN 42-0661692 and plan number 002. It reports 6,141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101804NAL0016130595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Freeman Decorating Co.
- EIN
- 42-0661692
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 6,141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $617,989,417
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $617,989,417
- Employer contributions
- $10,614,807
- Participant contributions
- $30,906,549
- Total income / additions
- $138,988,878
- Benefits paid
- $53,326,570
- Administrative expenses
- $638,367
- Total expenses
- $54,049,943
- Net increase / (decrease)
- $84,938,935
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $313,818 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $254,382 | not reported in the loaded dataset |
| Plexus Financial Services, LLC | CONSULTANT | $42,500 | not reported in the loaded dataset |
| Sutton Frost Cary Llp | ACCOUNTANT/AUDITOR | $33,500 | not reported in the loaded dataset |