A-1 Freeman Moving & Storage, Inc. 401k Plan — Form 5500 plan (A-1 Freeman Moving & Storage, 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, A-1 Freeman Moving & Storage, Inc. 401k Plan is a benefit plan reported by A-1 Freeman Moving & Storage, Inc. under EIN 73-0969136 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $15,533,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A-1 Freeman Moving & Storage, Inc.
- EIN
- 73-0969136
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $15,533,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20240801094953NAL0015074883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,533,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,533,036
- Net assets (BOY)
- $13,552,217
Income & contributions
- Employer contributions
- $205,772
- Participant contributions
- $837,826
- Total contributions
- $1,043,598
- Total income / additions
- $2,851,965
Expenses & distributions
- Benefits paid
- $774,422
- Administrative expenses
- $66,501
- Total expenses
- $871,146
- Net increase / (decrease)
- $1,980,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $25,980 | $0 | 2023 |
| Hspg & Associates Pc | AUDITOR | $19,000 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services | INVESTMENT ADVISOR | $16,000 | not reported in the loaded dataset | 2023 |
| Employee Benefits Group,LLC | THIRD PARTY ADMIN | $0 | $9,999 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $8,608 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A-1 Freeman Moving & Storage, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Hspg & Associates Pc — Schedule C compensation
- Gallagher Benefit Services — Schedule C compensation
- Employee Benefits Group,LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation