Freedman Seating Company 401(K) Plan — Form 5500 plan (Freedman Seating Company)
Plain-English plan 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, Freedman Seating Company 401(K) Plan is a benefit plan reported by Freedman Seating Company under EIN 36-2276977 and plan number 001. The latest loaded filing year is 2023. The filing reports 687 participants and $26,895,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Freedman Seating Company
- EIN
- 36-2276977
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 687
- End-of-year plan assets
- $26,895,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 687 | H, C | 20241011082224NAL0010727635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,895,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,895,970
- Net assets (BOY)
- $23,493,368
Income & contributions
- Employer contributions
- $632,731
- Participant contributions
- $1,329,293
- Total contributions
- $1,962,024
- Total income / additions
- $5,136,345
Expenses & distributions
- Benefits paid
- $1,665,442
- Administrative expenses
- $59,625
- Total expenses
- $1,733,743
- Net increase / (decrease)
- $3,402,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $48,126 | not reported in the loaded dataset | 2023 |
| Equitable Advisors LLC | BROKER/ADVISER | $0 | $42,375 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $8,586 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $2,913 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Freedman Seating Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Empower Advisory Group, LLC — Schedule C compensation
- Equitable Advisors LLC — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation