2023 Form 5500 filing — A-1 Freeman Moving & Storage, Inc. 401k 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 20240801094953NAL0015074883001) for A-1 Freeman Moving & Storage, Inc. 401k Plan, reported by A-1 Freeman Moving & Storage, Inc. under EIN 73-0969136 and plan number 001. It reports 247 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)$15.5MReported net assets$15,533,036
Participants247
Provider compensation$79.6K5 Schedule C row(s)$79,587
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240801094953NAL0015074883001
- Plan sponsor
- A-1 Freeman Moving & Storage, Inc.
- EIN
- 73-0969136
- Plan number
- 001
- Location
- Oklahoma City, OK
- Received date
- not reported in the loaded dataset
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)$15.5M total assets
Net assets$15.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,533,036
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,533,036
- Employer contributions
- $205,772
- Participant contributions
- $837,826
- Total income / additions
- $2,851,965
- Benefits paid
- $774,422
- Administrative expenses
- $66,501
- Total expenses
- $871,146
- Net increase / (decrease)
- $1,980,819
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $25,980 | $0 |
| Hspg & Associates Pc | AUDITOR | $19,000 | not reported in the loaded dataset |
| Gallagher Benefit Services | INVESTMENT ADVISOR | $16,000 | not reported in the loaded dataset |
| Employee Benefits Group,LLC | THIRD PARTY ADMIN | $0 | $9,999 |
| Empower Advisory Group | INVESTMENT MGMT | $8,608 | not reported in the loaded dataset |