S. Freedman & Sons, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (S. Freedman & Sons, 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, S. Freedman & Sons, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by S. Freedman & Sons, Inc. under EIN 53-0216068 and plan number 001. The latest loaded filing year is 2023. The filing reports 109 participants and $15,804,397 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
S. Freedman & Sons, Inc.
EIN
53-0216068
Plan number
001
Plan type
2
Location
Landover, MD
Latest filing year
2023
Participants
109
End-of-year plan assets
$15,804,397

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023109H, C20240730053205NAL0011601075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,804,397
Total liabilities (EOY)
$0
Net assets (EOY)
$15,804,397
Net assets (BOY)
$13,277,464

Income & contributions

Employer contributions
$205,203
Participant contributions
$639,622
Total contributions
$844,825
Total income / additions
$2,979,734

Expenses & distributions

Benefits paid
$405,133
Administrative expenses
$27,012
Total expenses
$452,801
Net increase / (decrease)
$2,526,933

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$13,742$02023
Pensionmark Financial Group LLCINVESTMENT ADVISOR$13,270not reported in the loaded dataset2023

Related Form 5500 pages