2023 Form 5500 filing — Unbound Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717212328NAL0005221601001) for Unbound Retirement Plan, reported by Unbound under EIN 43-1243999 and plan number 002. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717212328NAL0005221601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Unbound
- EIN
- 43-1243999
- Plan number
- 002
- Location
- Kansas City, KS
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,758,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,758,178
- Employer contributions
- $696,823
- Participant contributions
- $937,261
- Total income / additions
- $4,427,764
- Benefits paid
- $728,035
- Administrative expenses
- $34,973
- Total expenses
- $763,008
- Net increase / (decrease)
- $3,664,756
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Freestate Advisors LLC | INVESTMENT ADVISOR | $32,026 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $2,388 | $0 |