Plan5500

Freeborn & Peters Retirement Plan — Form 5500 plan (Freeborn & Peters Llp)

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, Freeborn & Peters Retirement Plan is a benefit plan reported by Freeborn & Peters Llp under EIN 36-3238755 and plan number 001. The latest loaded filing year is 2023. The filing reports 318 participants and $908,149 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Freeborn & Peters Llp
EIN
36-3238755
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
318
End-of-year plan assets
$908,149

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023318H, C20260518164131NAL0000236049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$908,149
Total liabilities (EOY)
$0
Net assets (EOY)
$908,149
Net assets (BOY)
$92,108,915

Income & contributions

Participant contributions
$531,236
Total contributions
$531,236
Total income / additions
$7,776,257

Expenses & distributions

Benefits paid
$98,868,213
Administrative expenses
$108,810
Total expenses
$98,977,023
Net increase / (decrease)
-$91,200,766

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliance Pension ConsultantsRECORDKEEPER$57,769not reported in the loaded dataset2023
Jp Morgan Securities LLCINVESTMENT ADV$14,500not reported in the loaded dataset2023
Morgan StanleyINVESTMENT ADV$12,920not reported in the loaded dataset2023
Kovitz SecuritiesINVESTMENT ADVISOR$9,554not reported in the loaded dataset2023

Related Form 5500 pages