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, S. Freedman & Sons, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by S. Freedman & Sons, Inc. under EIN 53-0216068 and plan number 001. The latest loaded filing year is 2023. The filing reports 109 participants and $15,804,397 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,804,397
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,804,397
- Net assets (BOY)
- $13,277,464
Income & contributions
- Employer contributions
- $205,203
- Participant contributions
- $639,622
- Total contributions
- $844,825
- Total income / additions
- $2,979,734
Expenses & distributions
- Benefits paid
- $405,133
- Administrative expenses
- $27,012
- Total expenses
- $452,801
- Net increase / (decrease)
- $2,526,933