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, Kfg Financial Freedom Fund is a benefit plan reported by Americantcs Fiduciary Services, LLC under EIN 93-2789379 and plan number 007. The latest loaded filing year is 2023. The filing reports 1,104 participants and $39,461,773 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,461,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,461,773
- Net assets (BOY)
- $13,645,368
Income & contributions
- Employer contributions
- $1,583,503
- Participant contributions
- $4,093,138
- Total contributions
- $6,021,543
- Total income / additions
- $10,861,035
Expenses & distributions
- Benefits paid
- $3,529,551
- Administrative expenses
- $363,316
- Total expenses
- $3,892,867
- Net increase / (decrease)
- $6,968,168