Freedom Plaza Arizona Retirement Savings Plan — Form 5500 plan (Freedom Plaza Operating Company)
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 Plaza Arizona Retirement Savings Plan is a benefit plan reported by Freedom Plaza Operating Company under EIN 82-2141102 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $4,189,661 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Freedom Plaza Operating Company
- EIN
- 82-2141102
- Plan number
- 001
- Plan type
- 2
- Location
- Peoria, AZ
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $4,189,661
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20240913100313NAL0019507010001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,189,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,189,661
- Net assets (BOY)
- $3,670,804
Income & contributions
- Employer contributions
- $83,939
- Participant contributions
- $638,926
- Total contributions
- $722,865
- Total income / additions
- $1,231,460
Expenses & distributions
- Benefits paid
- $692,008
- Administrative expenses
- $18,386
- Total expenses
- $712,603
- Net increase / (decrease)
- $518,857
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group, LLC | INVESTMENT/FINANCIAL ADVI | $15,174 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $3,211 | $0 | 2023 |