Plan5500

Vispero 401(K) Plan — Form 5500 plan (Freedom Scientific, 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, Vispero 401(K) Plan is a benefit plan reported by Freedom Scientific, Inc. under EIN 33-0871664 and plan number 001. The latest loaded filing year is 2023. The filing reports 387 participants and $28,189,687 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Freedom Scientific, Inc.
EIN
33-0871664
Plan number
001
Plan type
2
Location
Clearwater, FL
Latest filing year
2023
Participants
387
End-of-year plan assets
$28,189,687

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023387H, C20241014152909NAL0046593792001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,189,687
Total liabilities (EOY)
$0
Net assets (EOY)
$28,189,687
Net assets (BOY)
$23,995,861

Income & contributions

Employer contributions
$694,105
Participant contributions
$2,054,726
Total contributions
$2,811,950
Total income / additions
$6,655,135

Expenses & distributions

Benefits paid
$2,283,959
Administrative expenses
$177,350
Total expenses
$2,461,309
Net increase / (decrease)
$4,193,826

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$105,485$02023
Ubs Financial Services, Inc.INVESTMENT PROVIDER$63,174not reported in the loaded dataset2023
Retirement Solutions SpecialistsCONTRACT ADMIN$7,545$7,5812023
Empower Advisory Group, LLCINVESTMENT MGMT$40not reported in the loaded dataset2023

Related Form 5500 pages