Freedom Forum, Inc. Retirement Savings Plan — Form 5500 plan (The Freedom Forum, 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, Freedom Forum, Inc. Retirement Savings Plan is a benefit plan reported by The Freedom Forum, Inc. under EIN 54-1604427 and plan number 002. The latest loaded filing year is 2023. The filing reports 339 participants and $25,958,702 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Freedom Forum, Inc.
- EIN
- 54-1604427
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $25,958,702
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20241011143658NAL0012604691002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,958,702
- Net assets (EOY)
- $25,958,702
- Net assets (BOY)
- $22,523,816
Income & contributions
- Employer contributions
- $309,951
- Participant contributions
- $570,472
- Total contributions
- $1,574,479
- Total income / additions
- $5,867,248
Expenses & distributions
- Benefits paid
- $2,432,241
- Administrative expenses
- $121
- Total expenses
- $2,432,362
- Net increase / (decrease)
- $3,434,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORD KEEPER | $121 | $0 | 2023 |
| Pimco Funds | not reported in the loaded dataset | $0 | $0 | 2023 |
| Fidelity | not reported in the loaded dataset | $0 | $0 | 2023 |
| Mfs Funds | not reported in the loaded dataset | $0 | $0 | 2023 |
| Thornburg Funds | not reported in the loaded dataset | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Freedom Forum, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Thornburg Funds — Schedule C compensation