Freeman Manufacturing & Supply Company Employee Capital Accumulation Plan — Form 5500 plan (The Freeman Manufacturing & Supply Company)
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, Freeman Manufacturing & Supply Company Employee Capital Accumulation Plan is a benefit plan reported by The Freeman Manufacturing & Supply Company under EIN 34-4237710 and plan number 003. The latest loaded filing year is 2023. The filing reports 154 participants and $10,177,224 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Freeman Manufacturing & Supply Company
- EIN
- 34-4237710
- Plan number
- 003
- Plan type
- 2
- Location
- Avon, OH
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $10,177,224
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20241004111533NAL0011349009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,177,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,177,224
- Net assets (BOY)
- $8,828,158
Income & contributions
- Employer contributions
- $183,587
- Participant contributions
- $483,329
- Total contributions
- $962,965
- Total income / additions
- $2,366,758
Expenses & distributions
- Benefits paid
- $1,005,362
- Administrative expenses
- $13,937
- Total expenses
- $1,017,692
- Net increase / (decrease)
- $1,349,066
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $8,446 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,490 | $0 | 2023 |
| Lpl Financial LLC | ADVISOR | $0 | $5,461 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Freeman Manufacturing & Supply Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Avon, OH
- Global Retirement Partners LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation