Plan5500

Freeman Spogli Management Co., L.P. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Spogli Management Co., L.P. (EIN 26-4764285) is a plan sponsor located in Los Angeles, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-4764285
Location
Los Angeles, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Freeman Spogli Management Co., L.P.

  • 2 loaded plans hold $18.6M in reported assets.
  • The largest, Freeman Spogli & Co. Inc. Profit Sharing And Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 55 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$32MSummed across loaded plans$31,973,278
Total reported assets$18.6M$18,564,777
Total reported participants55
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18.6M total assets
Net assets$32MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$820.9K
Total income / additions$6.5M
Expenses & distributions
Benefits paid / distributions$59.4K
Total expenses$122K
Net increase / (decrease)$6.3M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Freeman Spogli & Co. Inc. Profit Sharing And Savings Plan
Participants per plan28Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Freeman Spogli & Co. Inc. Profit Sharing And Savings Plan$18.6M
    Plan #001 · 26 participants · 2023
  2. 2
    Hlr, Inc. Profit Sharing And Savings Plan$0
    Plan #002 · 29 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Freeman Spogli Management Co., L.P.. Open one for its full reported snapshot.

  1. 2023
    Freeman Spogli & Co. Inc. Profit Sharing And Savings Plan26 participants · 2Sch I
    View filing →
  2. 2023
    Hlr, Inc. Profit Sharing And Savings Plan26 participants · 2Sch I
    View filing →
  3. 2023
    Hlr, Inc. Profit Sharing And Savings Plan29 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Freeman Spogli Management Co., L.P. report on Form 5500?
Freeman Spogli Management Co., L.P. (EIN 26-4764285) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Freeman Spogli Management Co., L.P.?
The Employer Identification Number (EIN) reported for Freeman Spogli Management Co., L.P. is 26-4764285.
What is the latest Form 5500 filing year for Freeman Spogli Management Co., L.P.?
The latest loaded Form 5500 filing year for Freeman Spogli Management Co., L.P. is 2023.

Related Form 5500 pages