Freedom Forever LLC 401(K) Plan — Form 5500 plan (Freedom Forever LLC)

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 Forever LLC 401(K) Plan is a benefit plan reported by Freedom Forever LLC under EIN 81-3208857 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,720 participants and $6,316,135 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Freedom Forever LLC
EIN
81-3208857
Plan number
001
Plan type
2
Location
Temecula, CA
Latest filing year
2023
Participants
2,720
End-of-year plan assets
$6,316,135

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,720H, C20241015095359NAL0029184337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,316,135
Total liabilities (EOY)
$0
Net assets (EOY)
$6,316,135
Net assets (BOY)
$3,745,802

Income & contributions

Employer contributions
$626
Participant contributions
$1,988,707
Total contributions
$2,198,026
Total income / additions
$3,124,127

Expenses & distributions

Benefits paid
$333,978
Administrative expenses
$48,180
Total expenses
$553,794
Net increase / (decrease)
$2,570,333

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock UsaRECORDKEEPING$3,730$02023

Related Form 5500 pages