2023 Form 5500 filing — Freeman Mathis & Gary, Llp Attorney Retirement 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 20250428105859NAL0007993427001) for Freeman Mathis & Gary, Llp Attorney Retirement Savings Plan, reported by Freeman Mathis & Gary, Llp under EIN 58-2288491 and plan number 002. It reports 358 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)$16.3MReported net assets$16,253,372
Participants358
Provider compensation$38.6K3 Schedule C row(s)$38,561
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250428105859NAL0007993427001
Plan sponsor
Freeman Mathis & Gary, Llp
EIN
58-2288491
Plan number
002
Location
Atlanta, GA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$16.3M total assets
Net assets$16.3MLiabilities$0
Money in vs. money out
Total income / additions$7M
Total expenses$726.9K
Benefits paid / distributions$690.4K
Contributions
Employer$0
Participant$3.1M
Full reported line items
Total assets (EOY)
$16,253,372
Total liabilities (EOY)
$0
Net assets (EOY)
$16,253,372
Employer contributions
$0
Participant contributions
$3,105,483
Total income / additions
$7,047,098
Benefits paid
$690,381
Administrative expenses
$36,486
Total expenses
$726,867
Net increase / (decrease)
$6,320,231
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY-PLAN · Direct $25.6K
  2. 2
    RECORDKEEPER · Direct $9.9K · Indirect $0
  3. 3
    RECORDKEEPER · Direct $3K · Indirect $47

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250428105859NAL0007993427001 cover?
It is the 2023 Form 5500 filing for Freeman Mathis & Gary, Llp Attorney Retirement Savings Plan, reported by Freeman Mathis & Gary, Llp (EIN 58-2288491).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages