2023 Form 5500 filing — Freeborn & Peters Retirement 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 20260518164131NAL0000236049001) for Freeborn & Peters Retirement Plan, reported by Freeborn & Peters Llp under EIN 36-3238755 and plan number 001. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260518164131NAL0000236049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Freeborn & Peters Llp
- EIN
- 36-3238755
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $908,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $908,149
- Participant contributions
- $531,236
- Total income / additions
- $7,776,257
- Benefits paid
- $98,868,213
- Administrative expenses
- $108,810
- Total expenses
- $98,977,023
- Net increase / (decrease)
- -$91,200,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants | RECORDKEEPER | $57,769 | not reported in the loaded dataset |
| Jp Morgan Securities LLC | INVESTMENT ADV | $14,500 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT ADV | $12,920 | not reported in the loaded dataset |
| Kovitz Securities | INVESTMENT ADVISOR | $9,554 | not reported in the loaded dataset |