2023 Form 5500 filing — Freeman Investment Company, L.P. 401(K) 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 20240801054555NAL0022627665001) for Freeman Investment Company, L.P. 401(K) Plan, reported by Freeman Investment Company, L.P. under EIN 75-0770315 and plan number 001. It reports 748 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24.7MReported net assets$24,662,316

Participants748

Provider compensation$9K4 Schedule C row(s)$8,986

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240801054555NAL0022627665001
Plan sponsor: Freeman Investment Company, L.P.
EIN: 75-0770315
Plan number: 001
Location: Irving, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24.7M total assets

Net assets$24.7MLiabilities$0

Money in vs. money out

Total income / additions$5.9M

Total expenses$1.5M

Benefits paid / distributions$1.3M

Contributions

Employer$228.6K

Participant$2.1M

Full reported line items

Total assets (EOY): $24,662,316
Total liabilities (EOY): $0
Net assets (EOY): $24,662,316
Employer contributions: $228,586
Participant contributions: $2,091,399
Total income / additions: $5,871,949
Benefits paid: $1,288,174
Administrative expenses: $8,945
Total expenses: $1,461,129
Net increase / (decrease): $4,410,820

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Adp, Inc.$9K
RECORD KEEPER · Direct $9K · Indirect $0
2
Adp Broker-Dealer$0
RECORD KEEPER · Direct $0 · Indirect $0
3
Mesirow Financial Investment Manage$0
INVESTMENT/FINANCIAL ADVI · Direct $0 · Indirect $0
4
Mml Investors Services, LLC$0
ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240801054555NAL0022627665001 cover?: It is the 2023 Form 5500 filing for Freeman Investment Company, L.P. 401(K) Plan, reported by Freeman Investment Company, L.P. (EIN 75-0770315).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).