Plan5500

New Freedom Ops, LLC. 401(K) Profit Sharing Plan — Form 5500 plan (New Freedom Ops, 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, New Freedom Ops, LLC. 401(K) Profit Sharing Plan is a benefit plan reported by New Freedom Ops, LLC. under EIN 85-0571330 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Freedom Ops, LLC.
EIN
85-0571330
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
219
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023219H, C20241007150443NAL0007705619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$304,674

Income & contributions

Employer contributions
$298,179
Participant contributions
$566,316
Total contributions
$974,163
Total income / additions
$1,099,909

Expenses & distributions

Benefits paid
$45,302
Administrative expenses
$19,600
Total expenses
$64,902
Net increase / (decrease)
$1,035,007

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Matthews, Gold, Kennedy, & Snow IncTHIRD PARTY ADMIN$0$2,9642023
Curafin AdvisorsADVISOR$1,944not reported in the loaded dataset2023

Related Form 5500 pages