401k Plan data: BREAKING FREE, INC. RETIREMENT PLAN AND plan

BREAKING FREE, INC. RETIREMENT PLAN AND 401k Plan overview

Plan Name	BREAKING FREE, INC. RETIREMENT PLAN AND
Plan identification number	001

BREAKING FREE, INC. RETIREMENT PLAN AND Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BREAKING FREE, INC. has sponsored the creation of one or more 401k plans.

Company Name: BREAKING FREE, INC.

Employer identification number (EIN): 362957395

NAIC Classification: 621420
NAIC Description: Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BREAKING FREE, INC. RETIREMENT PLAN AND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KARIN MULDER 2024-10-14
001 2022-01-01 KARIN MULDER 2023-09-18
001 2021-01-01 KARIN MULDER 2022-09-27
001 2020-01-01 KARIN MULDER 2021-10-14
001 2019-01-01 KCOCHRAN9871 2020-06-16
001 2019-01-01 KAREN COCHRAN 2020-06-30
001 2018-01-01 KAREN COCHRAN 2019-06-13
001 2017-01-01 TEDDI KROCHMAN 2018-10-02
001 2016-01-01 MARLENE COLOMBO MARLENE COLOMBO 2016-12-29
001 2015-01-01 MICHAEL MORAN MICHAEL MORAN 2016-06-30
001 2014-01-01 MICHAEL MORAN MICHAEL MORAN 2015-07-24
001 2013-01-01 MICHAEL MORAN MICHAEL MORAN 2014-07-24
001 2012-01-01 MICHAEL MORAN MICHAEL MORAN 2013-07-30
001 2011-01-01 MICHAEL MORAN MICHAEL MORAN 2012-08-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KARIN MULDER	2024-10-14
001	2022-01-01	KARIN MULDER	2023-09-18
001	2021-01-01	KARIN MULDER	2022-09-27
001	2020-01-01	KARIN MULDER	2021-10-14
001	2019-01-01	KCOCHRAN9871	2020-06-16
001	2019-01-01	KAREN COCHRAN	2020-06-30
001	2018-01-01	KAREN COCHRAN	2019-06-13
001	2017-01-01	TEDDI KROCHMAN	2018-10-02
001	2016-01-01	MARLENE COLOMBO		MARLENE COLOMBO	2016-12-29
001	2015-01-01	MICHAEL MORAN		MICHAEL MORAN	2016-06-30
001	2014-01-01	MICHAEL MORAN		MICHAEL MORAN	2015-07-24
001	2013-01-01	MICHAEL MORAN		MICHAEL MORAN	2014-07-24
001	2012-01-01	MICHAEL MORAN		MICHAEL MORAN	2013-07-30
001	2011-01-01	MICHAEL MORAN		MICHAEL MORAN	2012-08-02

Plan Statistics for BREAKING FREE, INC. RETIREMENT PLAN AND

401k plan membership statisitcs for BREAKING FREE, INC. RETIREMENT PLAN AND

Measure Date Value
2016: BREAKING FREE, INC. RETIREMENT PLAN AND 2016 401k membership
Total participants, beginning-of-year 2016-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BREAKING FREE, INC. RETIREMENT PLAN AND 2015 401k membership
Total participants, beginning-of-year 2015-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 48
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 58
Number of participants with account balances 2015-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BREAKING FREE, INC. RETIREMENT PLAN AND 2014 401k membership
Total participants, beginning-of-year 2014-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 55
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 8
Total of all active and inactive participants 2014-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 63
Number of participants with account balances 2014-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: BREAKING FREE, INC. RETIREMENT PLAN AND 2013 401k membership
Total participants, beginning-of-year 2013-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 37
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 45
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BREAKING FREE, INC. RETIREMENT PLAN AND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 35
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 44
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BREAKING FREE, INC. RETIREMENT PLAN AND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 49
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 55
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1

Measure	Date	Value
2016: BREAKING FREE, INC. RETIREMENT PLAN AND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BREAKING FREE, INC. RETIREMENT PLAN AND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	48
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	58
Number of participants with account balances	2015-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BREAKING FREE, INC. RETIREMENT PLAN AND 2014 401k membership
Total participants, beginning-of-year	2014-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	55
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	8
Total of all active and inactive participants	2014-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	63
Number of participants with account balances	2014-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: BREAKING FREE, INC. RETIREMENT PLAN AND 2013 401k membership
Total participants, beginning-of-year	2013-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	37
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	45
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BREAKING FREE, INC. RETIREMENT PLAN AND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	35
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	44
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BREAKING FREE, INC. RETIREMENT PLAN AND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	49
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	55
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1

Financial Data on BREAKING FREE, INC. RETIREMENT PLAN AND

Measure	Date	Value
2016 : BREAKING FREE, INC. RETIREMENT PLAN AND 2016 401k financial data
Transfers to/from the plan	2016-09-26	$-147,285
Total income from all sources	2016-09-26	$42,613
Expenses. Total of all expenses incurred	2016-09-26	$109,287
Benefits paid (including direct rollovers)	2016-09-26	$108,180
Total plan assets at beginning of year	2016-09-26	$213,959
Value of fidelity bond covering the plan	2016-09-26	$500,000
Total contributions received or receivable from participants	2016-09-26	$14,584
Expenses. Other expenses not covered elsewhere	2016-09-26	$1,107
Other income received	2016-09-26	$10,945
Net income (gross income less expenses)	2016-09-26	$-66,674
Net plan assets at end of year (total assets less liabilities)	2016-09-26	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-09-26	$213,959
Total contributions received or receivable from employer(s)	2016-09-26	$17,084
2015 : BREAKING FREE, INC. RETIREMENT PLAN AND 2015 401k financial data
Total income from all sources	2015-12-31	$24,733
Expenses. Total of all expenses incurred	2015-12-31	$12,517
Benefits paid (including direct rollovers)	2015-12-31	$11,954
Total plan assets at end of year	2015-12-31	$213,959
Total plan assets at beginning of year	2015-12-31	$201,743
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$18,893
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-4,027
Net income (gross income less expenses)	2015-12-31	$12,216
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$213,959
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$201,743
Assets. Value of participant loans	2015-12-31	$1,288
Total contributions received or receivable from employer(s)	2015-12-31	$9,867
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$563
2014 : BREAKING FREE, INC. RETIREMENT PLAN AND 2014 401k financial data
Total income from all sources	2014-12-31	$38,694
Expenses. Total of all expenses incurred	2014-12-31	$2,380
Benefits paid (including direct rollovers)	2014-12-31	$2,004
Total plan assets at end of year	2014-12-31	$201,743
Total plan assets at beginning of year	2014-12-31	$165,429
Total contributions received or receivable from participants	2014-12-31	$16,511
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$10,733
Net income (gross income less expenses)	2014-12-31	$36,314
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$201,743
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$165,429
Assets. Value of participant loans	2014-12-31	$2,542
Total contributions received or receivable from employer(s)	2014-12-31	$11,450
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$376
2013 : BREAKING FREE, INC. RETIREMENT PLAN AND 2013 401k financial data
Total income from all sources	2013-12-31	$51,799
Expenses. Total of all expenses incurred	2013-12-31	$6,547
Benefits paid (including direct rollovers)	2013-12-31	$6,241
Total plan assets at end of year	2013-12-31	$165,429
Total plan assets at beginning of year	2013-12-31	$120,177
Total contributions received or receivable from participants	2013-12-31	$18,387
Contributions received from other sources (not participants or employers)	2013-12-31	$666
Other income received	2013-12-31	$22,799
Net income (gross income less expenses)	2013-12-31	$45,252
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$165,429
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$120,177
Total contributions received or receivable from employer(s)	2013-12-31	$9,947
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$306
2012 : BREAKING FREE, INC. RETIREMENT PLAN AND 2012 401k financial data
Total income from all sources	2012-12-31	$51,084
Expenses. Total of all expenses incurred	2012-12-31	$10,600
Benefits paid (including direct rollovers)	2012-12-31	$10,296
Total plan assets at end of year	2012-12-31	$120,177
Total plan assets at beginning of year	2012-12-31	$79,693
Total contributions received or receivable from participants	2012-12-31	$23,143
Other income received	2012-12-31	$13,071
Net income (gross income less expenses)	2012-12-31	$40,484
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$120,177
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$79,693
Total contributions received or receivable from employer(s)	2012-12-31	$14,870
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$304
2011 : BREAKING FREE, INC. RETIREMENT PLAN AND 2011 401k financial data
Total income from all sources	2011-12-31	$41,217
Expenses. Total of all expenses incurred	2011-12-31	$5,686
Benefits paid (including direct rollovers)	2011-12-31	$5,063
Total plan assets at end of year	2011-12-31	$79,693
Total plan assets at beginning of year	2011-12-31	$44,162
Total contributions received or receivable from participants	2011-12-31	$13,791
Contributions received from other sources (not participants or employers)	2011-12-31	$356
Other income received	2011-12-31	$-3,548
Net income (gross income less expenses)	2011-12-31	$35,531
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$79,693
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$44,162
Total contributions received or receivable from employer(s)	2011-12-31	$30,618
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$623
2010 : BREAKING FREE, INC. RETIREMENT PLAN AND 2010 401k financial data
Total income from all sources	2010-12-31	$44,708
Expenses. Total of all expenses incurred	2010-12-31	$546
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$44,162
Total plan assets at beginning of year	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$29,093
Contributions received from other sources (not participants or employers)	2010-12-31	$11,328
Other income received	2010-12-31	$4,287
Net income (gross income less expenses)	2010-12-31	$44,162
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$44,162
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$546

Form 5500 Responses for BREAKING FREE, INC. RETIREMENT PLAN AND

2016: BREAKING FREE, INC. RETIREMENT PLAN AND 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BREAKING FREE, INC. RETIREMENT PLAN AND 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BREAKING FREE, INC. RETIREMENT PLAN AND 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BREAKING FREE, INC. RETIREMENT PLAN AND 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BREAKING FREE, INC. RETIREMENT PLAN AND 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BREAKING FREE, INC. RETIREMENT PLAN AND 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BREAKING FREE, INC.
Employer identification number (EIN):	362957395
NAIC Classification:	621420
NAIC Description:	Outpatient Mental Health and Substance Abuse Centers