Freeman, Freeman & Smiley, Llp Profit Sharing 401(K) Plan — Form 5500 plan (Freeman, Freeman & Smiley, Llp)
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, Freeman, Freeman & Smiley, Llp Profit Sharing 401(K) Plan is a benefit plan reported by Freeman, Freeman & Smiley, Llp under EIN 95-3743257 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $11,990,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Freeman, Freeman & Smiley, Llp
- EIN
- 95-3743257
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $11,990,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20241014173427NAL0013694243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,990,065
- Net assets (EOY)
- $11,990,065
- Net assets (BOY)
- $49,538,998
Income & contributions
- Employer contributions
- $526,497
- Participant contributions
- $714,186
- Total contributions
- $1,286,592
- Total income / additions
- $6,693,698
Expenses & distributions
- Benefits paid
- $44,143,250
- Administrative expenses
- $99,381
- Total expenses
- $44,242,631
- Net increase / (decrease)
- -$37,548,933
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $60,279 | not reported in the loaded dataset | 2023 |
| Private Management Group Inc | NONE | $35,207 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $482 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Freeman, Freeman & Smiley, Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Private Management Group Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation