Freestore Foodbank, Inc. 403b Profit Sharing Plan — Form 5500 plan (Freestore Foodbank Inc.)
Plain-English plan 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, Freestore Foodbank, Inc. 403b Profit Sharing Plan is a benefit plan reported by Freestore Foodbank Inc. under EIN 23-7122205 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $7,609,892 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Freestore Foodbank Inc.
- EIN
- 23-7122205
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $7,609,892
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241015073810NAL0028945313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,609,892
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,609,892
- Net assets (BOY)
- $5,935,203
Income & contributions
- Employer contributions
- $404,642
- Participant contributions
- $587,542
- Total contributions
- $1,100,874
- Total income / additions
- $2,144,106
Expenses & distributions
- Benefits paid
- $416,621
- Administrative expenses
- $45,206
- Total expenses
- $469,417
- Net increase / (decrease)
- $1,674,689
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $23,404 | $0 | 2023 |
| Cambridge Investment Group | INVESTMENT ADVISOR | $19,141 | not reported in the loaded dataset | 2023 |
| Creative Retirement Systems, Inc. | CONTRACT ADMIN | $4,969 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $4,820 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Freestore Foodbank Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Empower Annuity Ins Co Of America — Schedule C compensation
- Cambridge Investment Group — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation