Us Freedom Financial Retirement Plan — Form 5500 plan (Us Freedom Financial, Inc.)
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, Us Freedom Financial Retirement Plan is a benefit plan reported by Us Freedom Financial, Inc. under EIN 84-3687313 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $501,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Us Freedom Financial, Inc.
- EIN
- 84-3687313
- Plan number
- 001
- Plan type
- 2
- Location
- Munster, IN
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $501,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240606180255NAL0012049715001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $501,299
- Net assets (EOY)
- $501,299
- Net assets (BOY)
- $385,957
Income & contributions
- Total income / additions
- $115,342
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $115,342
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.