2023 Form 5500 filing — S.R. Freeman, Inc. Profit Sharing Plan & Trust
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 20250825113852NAL0007816593001) for S.R. Freeman, Inc. Profit Sharing Plan & Trust, reported by S.R. Freeman, Inc. under EIN 77-0489144 and plan number 001. It reports 344 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)$11MReported net assets$11,012,451
Participants344
Provider compensation$107K4 Schedule C row(s)$107,025
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250825113852NAL0007816593001
- Plan sponsor
- S.R. Freeman, Inc.
- EIN
- 77-0489144
- Plan number
- 001
- Location
- Campbell, CA
- Received date
- not reported in the loaded dataset
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)$11M total assets
Net assets$11MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,012,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,012,451
- Employer contributions
- $531,704
- Participant contributions
- $484,746
- Total income / additions
- $2,151,740
- Benefits paid
- $384,239
- Administrative expenses
- $60,569
- Total expenses
- $451,426
- Net increase / (decrease)
- $1,700,314
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $57,841 | $0 |
| Park Avenue Securities LLC | BROKER/ADVISER | $0 | $46,456 |
| Envestnet Retirement Solutions, LLC | OTHER | $1,674 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,054 | not reported in the loaded dataset |