S.R. Freeman, Inc. Profit Sharing Plan & Trust — Form 5500 plan (S.R. Freeman, 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.R. Freeman, Inc. Profit Sharing Plan & Trust is a benefit plan reported by S.R. Freeman, Inc. under EIN 77-0489144 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $11,012,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S.R. Freeman, Inc.
- EIN
- 77-0489144
- Plan number
- 001
- Plan type
- 2
- Location
- Campbell, CA
- Latest filing year
- 2023
- Participants
- 344
- End-of-year plan assets
- $11,012,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 344 | H, C | 20250825113852NAL0007816593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,012,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,012,451
- Net assets (BOY)
- $9,312,137
Income & contributions
- Employer contributions
- $531,704
- Participant contributions
- $484,746
- Total contributions
- $1,016,450
- Total income / additions
- $2,151,740
Expenses & distributions
- Benefits paid
- $384,239
- Administrative expenses
- $60,569
- Total expenses
- $451,426
- Net increase / (decrease)
- $1,700,314
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $57,841 | $0 | 2023 |
| Park Avenue Securities LLC | BROKER/ADVISER | $0 | $46,456 | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $1,674 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,054 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for S.R. Freeman, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Campbell, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Park Avenue Securities LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation