2023 Form 5500 filing — Litera Microsystems 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 20241011183209NAL0012856083001) for Litera Microsystems 401(K) Plan, reported by Freedom Solutions Group LLC under EIN 36-4156327 and plan number 001. It reports 438 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011183209NAL0012856083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Freedom Solutions Group LLC
- EIN
- 36-4156327
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 438
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,673,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,673,775
- Employer contributions
- $2,043,000
- Participant contributions
- $3,694,054
- Total income / additions
- $12,729,113
- Benefits paid
- $4,189,509
- Administrative expenses
- $133,449
- Total expenses
- $4,322,958
- Net increase / (decrease)
- $8,406,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $133,331 | $0 |
| Mml Investors Services, LLC | INVESTMENT ADVISORY | $0 | $67,058 |
| The Angell Pension Group, Inc | TPA | $0 | $12,237 |