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 Senior Services 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Freedom Senior Services under EIN 87-4225504 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,844 participants and $3,508,758 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,508,758
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,508,758
- Net assets (BOY)
- $1,188,755
Income & contributions
- Employer contributions
- $901,368
- Participant contributions
- $1,250,935
- Total contributions
- $2,160,702
- Total income / additions
- $2,497,205
Expenses & distributions
- Benefits paid
- $122,160
- Administrative expenses
- $55,042
- Total expenses
- $177,202
- Net increase / (decrease)
- $2,320,003