Plan Name | FREEDOM MANAGEMENT GROUP LLC 401 K PROFIT SHARING PLAN TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | FREEDOM MANAGEMENT GROUP LLC |
Employer identification number (EIN): | 271711484 |
NAIC Classification: | 446190 |
Additional information about FREEDOM MANAGEMENT GROUP LLC
Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
Incorporation Date: | 2011-01-11 |
Company Identification Number: | L11000004467 |
Legal Registered Office Address: |
1201 HAYS STREET TALLAHASSEE 32301 |
More information about FREEDOM MANAGEMENT GROUP LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2016-01-01 | NICK BARRETTA | 2016-07-21 | ||
001 | 2015-01-01 | NICK BARRETTA | 2016-08-22 | ||
001 | 2014-01-01 | NICK BARRETTA |
Measure | Date | Value |
---|---|---|
2014: FREEDOM MANAGEMENT GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 17 |
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 | 0 |
Total of all active and inactive participants | 2014-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 17 |
Number of participants with account balances | 2014-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : FREEDOM MANAGEMENT GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $5,156 |
Expenses. Total of all expenses incurred | 2014-12-31 | $4,947 |
Benefits paid (including direct rollovers) | 2014-12-31 | $4,882 |
Total plan assets at end of year | 2014-12-31 | $209 |
Total plan assets at beginning of year | 2014-12-31 | $0 |
Value of fidelity bond covering the plan | 2014-12-31 | $20,000 |
Total contributions received or receivable from participants | 2014-12-31 | $1,511 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $3,645 |
Net income (gross income less expenses) | 2014-12-31 | $209 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $209 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $65 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2014: FREEDOM MANAGEMENT GROUP LLC 401 K PROFIT SHARING PLAN TRUST 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 – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 276860 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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