FREEMAN & CO., INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: FREEMAN & CO RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 3 |
Number of participants with account balances | 2022-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: FREEMAN & CO RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 1 |
Number of participants with account balances | 2021-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: FREEMAN & CO RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: FREEMAN & CO RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: FREEMAN & CO RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
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2023 : FREEMAN & CO RETIREMENT PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $13,184 |
Expenses. Total of all expenses incurred | 2023-12-31 | $5 |
Total plan assets at end of year | 2023-12-31 | $211,653 |
Total plan assets at beginning of year | 2023-12-31 | $198,474 |
Value of fidelity bond covering the plan | 2023-12-31 | $20,000 |
Total contributions received or receivable from participants | 2023-12-31 | $922 |
Other income received | 2023-12-31 | $11,340 |
Net income (gross income less expenses) | 2023-12-31 | $13,179 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $211,653 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $198,474 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $175 |
Assets. Value of employer securities | 2023-12-31 | $209,250 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $922 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $5 |
2022 : FREEMAN & CO RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $13,178 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $198,474 |
Total plan assets at beginning of year | 2022-12-31 | $185,296 |
Value of fidelity bond covering the plan | 2022-12-31 | $20,000 |
Other income received | 2022-12-31 | $13,178 |
Net income (gross income less expenses) | 2022-12-31 | $13,178 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $198,474 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $185,296 |
Assets. Value of employer securities | 2022-12-31 | $197,970 |
2021 : FREEMAN & CO RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $26,203 |
Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $185,296 |
Total plan assets at beginning of year | 2021-12-31 | $159,093 |
Value of fidelity bond covering the plan | 2021-12-31 | $20,000 |
Other income received | 2021-12-31 | $26,203 |
Net income (gross income less expenses) | 2021-12-31 | $26,203 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $185,296 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $159,093 |
Assets. Value of employer securities | 2021-12-31 | $184,793 |
2020 : FREEMAN & CO RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $37,540 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $159,093 |
Total plan assets at beginning of year | 2020-12-31 | $121,553 |
Value of fidelity bond covering the plan | 2020-12-31 | $20,000 |
Other income received | 2020-12-31 | $37,540 |
Net income (gross income less expenses) | 2020-12-31 | $37,540 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $159,093 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $121,553 |
Assets. Value of employer securities | 2020-12-31 | $158,590 |
2019 : FREEMAN & CO RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $39,010 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $121,553 |
Total plan assets at beginning of year | 2019-12-31 | $82,543 |
Value of fidelity bond covering the plan | 2019-12-31 | $10,000 |
Other income received | 2019-12-31 | $39,010 |
Net income (gross income less expenses) | 2019-12-31 | $39,010 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $121,553 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $82,543 |
Assets. Value of employer securities | 2019-12-31 | $121,050 |
2018 : FREEMAN & CO RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-67,207 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $82,543 |
Total plan assets at beginning of year | 2018-12-31 | $149,750 |
Other income received | 2018-12-31 | $-67,207 |
Net income (gross income less expenses) | 2018-12-31 | $-67,207 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $82,543 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $149,750 |
Assets. Value of employer securities | 2018-12-31 | $82,040 |
2022: FREEMAN & CO RETIREMENT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: FREEMAN & CO RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: FREEMAN & CO RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: FREEMAN & CO RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: FREEMAN & CO RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | First time form 5500 has been submitted | Yes |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |