2023 Form 5500 filing — Eckman/Freeman & Associates, Inc. Employee Savings 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 20240807104022NAL0007752674001) for Eckman/Freeman & Associates, Inc. Employee Savings Plan, reported by Eckman Freeman under EIN 61-1084344 and plan number 001. It reports 74 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.2MReported net assets$5,242,112
Participants74
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240807104022NAL0007752674001
Plan sponsor
Eckman Freeman
EIN
61-1084344
Plan number
001
Location
Lexington, KY
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.2M total assets
Net assets$5.2MLiabilities$0
Money in vs. money out
Total income / additions$865.7K
Total expenses$547.5K
Benefits paid / distributions$547.2K
Contributions
Employer$32K
Participant$149.8K
Full reported line items
Total assets (EOY)
$5,242,112
Total liabilities (EOY)
$0
Net assets (EOY)
$5,242,112
Employer contributions
$31,965
Participant contributions
$149,843
Total income / additions
$865,749
Benefits paid
$547,228
Administrative expenses
$225
Total expenses
$547,453
Net increase / (decrease)
$318,296

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240807104022NAL0007752674001 cover?
It is the 2023 Form 5500 filing for Eckman/Freeman & Associates, Inc. Employee Savings Plan, reported by Eckman Freeman (EIN 61-1084344).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages