2023 Form 5500 filing — New Freedom Ops, LLC. 401(K) Profit Sharing 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 20241007150443NAL0007705619001) for New Freedom Ops, LLC. 401(K) Profit Sharing Plan, reported by New Freedom Ops, LLC. under EIN 85-0571330 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007150443NAL0007705619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Freedom Ops, LLC.
- EIN
- 85-0571330
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $298,179
- Participant contributions
- $566,316
- Total income / additions
- $1,099,909
- Benefits paid
- $45,302
- Administrative expenses
- $19,600
- Total expenses
- $64,902
- Net increase / (decrease)
- $1,035,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matthews, Gold, Kennedy, & Snow Inc | THIRD PARTY ADMIN | $0 | $2,964 |
| Curafin Advisors | ADVISOR | $1,944 | not reported in the loaded dataset |