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FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameFREEDOM STORES INC 401(K) PROFIT SHARING PLAN
Plan identification number 001

FREEDOM STORES INC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

FREEDOM STORES INC has sponsored the creation of one or more 401k plans.

Company Name:FREEDOM STORES INC
Employer identification number (EIN):222146343
NAIC Classification:443142
NAIC Description:Electronics Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREEDOM STORES INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01TERESA HANER
0012014-01-01THERESA KINKELAAR
0012013-01-01THERESA KINKELAAR
0012012-01-01JOHN F. MELLEY
0012011-01-01SUSAN C. HITCHCOCK
0012010-01-01JOHN F. MELLEY2011-06-03

Plan Statistics for FREEDOM STORES INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FREEDOM STORES INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01141
Total number of active participants reported on line 7a of the Form 55002015-01-0165
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0184
Number of participants with account balances2015-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01148
Total number of active participants reported on line 7a of the Form 55002014-01-01127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01138
Number of participants with account balances2014-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01155
Total number of active participants reported on line 7a of the Form 55002013-01-01130
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01148
Number of participants with account balances2013-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01153
Total number of active participants reported on line 7a of the Form 55002012-01-01141
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01155
Number of participants with account balances2012-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01136
Total number of active participants reported on line 7a of the Form 55002011-01-01127
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01140
Number of participants with account balances2011-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on FREEDOM STORES INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$281,800
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$301,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$299,268
Expenses. Certain deemed distributions of participant loans2015-12-31$571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$334,265
Value of total assets at end of year2015-12-31$3,601,169
Value of total assets at beginning of year2015-12-31$3,620,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,450
Total interest from all sources2015-12-31$2,447
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$157,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$157,872
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$363,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$220,953
Participant contributions at end of year2015-12-31$44,767
Participant contributions at beginning of year2015-12-31$49,648
Other income not declared elsewhere2015-12-31$91
Administrative expenses (other) incurred2015-12-31$1,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-19,489
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,601,169
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,620,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,949,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,944,675
Interest on participant loans2015-12-31$2,447
Value of interest in common/collective trusts at end of year2015-12-31$606,876
Value of interest in common/collective trusts at beginning of year2015-12-31$626,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-197,273
Net investment gain or loss from common/collective trusts2015-12-31$-15,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$113,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$299,268
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WALL, EINHORN & CHERNITZER, P.C.
Accountancy firm EIN2015-12-31541517420
2014 : FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$608,895
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$398,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$377,580
Expenses. Certain deemed distributions of participant loans2014-12-31$13,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$335,070
Value of total assets at end of year2014-12-31$3,620,658
Value of total assets at beginning of year2014-12-31$3,410,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,537
Total interest from all sources2014-12-31$3,321
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$173,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$173,926
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$218,422
Participant contributions at end of year2014-12-31$49,648
Participant contributions at beginning of year2014-12-31$93,340
Administrative expenses (other) incurred2014-12-31$7,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$210,350
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,620,658
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,410,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,944,675
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,009,125
Interest on participant loans2014-12-31$3,321
Value of interest in common/collective trusts at end of year2014-12-31$626,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$307,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$52,822
Net investment gain or loss from common/collective trusts2014-12-31$43,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$116,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$377,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WALL, EINHORN & CHERNITZER, P.C.
Accountancy firm EIN2014-12-31541517420
2013 : FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$946,840
Total of all expenses incurred2013-12-31$262,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$252,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$304,575
Value of total assets at end of year2013-12-31$3,410,308
Value of total assets at beginning of year2013-12-31$2,725,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,335
Total interest from all sources2013-12-31$3,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$375,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$197,792
Participant contributions at end of year2013-12-31$93,340
Participant contributions at beginning of year2013-12-31$91,156
Other income not declared elsewhere2013-12-31$4,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$684,550
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,410,308
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,725,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,009,125
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,334,375
Interest on participant loans2013-12-31$3,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$307,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$300,227
Net investment gain/loss from pooled separate accounts2013-12-31$634,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$106,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$252,955
Contract administrator fees2013-12-31$9,335
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WALL, EINHORN & CHERNITZER, P.C.
Accountancy firm EIN2013-12-31541517420
2012 : FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$612,815
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$214,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$205,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$306,777
Value of total assets at end of year2012-12-31$2,725,758
Value of total assets at beginning of year2012-12-31$2,326,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,541
Total interest from all sources2012-12-31$4,568
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$199,149
Participant contributions at end of year2012-12-31$91,156
Participant contributions at beginning of year2012-12-31$64,145
Other income not declared elsewhere2012-12-31$5,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$398,803
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,725,758
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,326,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,334,375
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,933,155
Interest on participant loans2012-12-31$4,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$300,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$329,655
Net investment gain/loss from pooled separate accounts2012-12-31$296,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$107,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$205,471
Contract administrator fees2012-12-31$8,541
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WALL, EINJORN & CHERNITZER, P.C.
Accountancy firm EIN2012-12-31541517420
2011 : FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$185,909
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$90,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$79,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$279,162
Value of total assets at end of year2011-12-31$2,326,955
Value of total assets at beginning of year2011-12-31$2,231,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,683
Total interest from all sources2011-12-31$2,543
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$184,690
Participant contributions at end of year2011-12-31$64,145
Participant contributions at beginning of year2011-12-31$44,279
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,916
Other income not declared elsewhere2011-12-31$7,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$95,881
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,326,955
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,231,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,933,155
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,891,686
Interest on participant loans2011-12-31$2,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$329,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$295,109
Net investment gain/loss from pooled separate accounts2011-12-31$-103,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$89,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$79,345
Contract administrator fees2011-12-31$10,683
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WALL, EINHORN & CHERNITZER, P.C.
Accountancy firm EIN2011-12-31541517420

Form 5500 Responses for FREEDOM STORES INC 401(K) PROFIT SHARING PLAN

2015: FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FREEDOM STORES INC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991216-000
Policy instance 1
Insurance contract or identification number991216-000
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-10-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991216-000
Policy instance 1
Insurance contract or identification number991216-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,278
Commission paid to Insurance BrokerUSD $3,639
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & CO INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991216-000
Policy instance 1
Insurance contract or identification number991216-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,194
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,097
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & CO INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991216-000
Policy instance 1
Insurance contract or identification number991216-000
Number of Individuals Covered140
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,464
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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