2023 Form 5500 filing — Freeman Manufacturing & Supply Company Employee Capital Accumulation 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 20241004111533NAL0011349009001) for Freeman Manufacturing & Supply Company Employee Capital Accumulation Plan, reported by The Freeman Manufacturing & Supply Company under EIN 34-4237710 and plan number 003. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004111533NAL0011349009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Freeman Manufacturing & Supply Company
- EIN
- 34-4237710
- Plan number
- 003
- Location
- Avon, OH
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,177,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,177,224
- Employer contributions
- $183,587
- Participant contributions
- $483,329
- Total income / additions
- $2,366,758
- Benefits paid
- $1,005,362
- Administrative expenses
- $13,937
- Total expenses
- $1,017,692
- Net increase / (decrease)
- $1,349,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $8,446 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,490 | $0 |
| Lpl Financial LLC | ADVISOR | $0 | $5,461 |