Freeman Webb Company, Realtors Employee Benefits Plan — Form 5500 plan (Freeman Webb Company, Realtors)
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, Freeman Webb Company, Realtors Employee Benefits Plan is a benefit plan reported by Freeman Webb Company, Realtors under EIN 62-1060236 and plan number 504. The latest loaded filing year is 2023. The filing reports 363 participants and $1,245,754 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Freeman Webb Company, Realtors
- EIN
- 62-1060236
- Plan number
- 504
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $1,245,754
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20250211131544NAL0019633569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,245,754
- Total liabilities (EOY)
- $373,236
- Net assets (EOY)
- $872,518
- Net assets (BOY)
- $214,605
Income & contributions
- Employer contributions
- $2,820,987
- Participant contributions
- $896,847
- Total contributions
- $3,717,834
- Total income / additions
- $3,740,210
Expenses & distributions
- Benefits paid
- $2,354,239
- Administrative expenses
- $728,058
- Total expenses
- $3,082,297
- Net increase / (decrease)
- $657,913
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acs Benefit Services, LLC | ADMIN | $173,191 | not reported in the loaded dataset | 2023 |
| Gallagher Benefits Services (Bh Pre | BROKER | $116,860 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $60,470 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $19,477 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Freeman Webb Company, Realtors
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Acs Benefit Services, LLC — Schedule C compensation
- Gallagher Benefits Services (Bh Pre — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation
- Connectcare3 — Schedule C compensation