2023 Form 5500 filing — Freedom Financial Network 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 20241018124120NAL0019198691001) for Freedom Financial Network 401(K) Plan, reported by Pantheon Freedom, Inc. under EIN 84-4295233 and plan number 001. It reports 3,475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018124120NAL0019198691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pantheon Freedom, Inc.
- EIN
- 84-4295233
- Plan number
- 001
- Location
- San Mateo, CA
- Participants
- 3,475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,293,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,293,998
- Employer contributions
- $5,205,620
- Participant contributions
- $15,690,387
- Total income / additions
- $39,634,029
- Benefits paid
- $8,076,821
- Administrative expenses
- $164,337
- Total expenses
- $8,410,911
- Net increase / (decrease)
- $31,223,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $92,865 | $0 |
| Creative Planning Holdco, LLC | INVESTMENT/FINANCIAL ADVI | $57,759 | $0 |
| Abd Reitrement Services | INVESTMENT/FINANCIAL ADVI | $13,712 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |