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403(B) THRIFT PLAN OF FREESTATE LEGAL PROJECT, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF FREESTATE LEGAL PROJECT, INC.
Plan identification number 001

403(B) THRIFT PLAN OF FREESTATE LEGAL PROJECT, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

FREESTATE LEGAL PROJECT, INC. has sponsored the creation of one or more 401k plans.

Company Name:FREESTATE LEGAL PROJECT, INC.
Employer identification number (EIN):262174290
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF FREESTATE LEGAL PROJECT, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01SHANNON DARLINGTON2024-11-22
0012021-07-01SHANNON DARLINGTON2024-04-19
0012020-07-01SHANNON DARLINGTON2024-04-19
0012019-07-01MARK PROCOPIO2021-02-02
0012017-07-01MARK PROCOPIO2019-01-30
0012015-07-01PATRICK PASCHALL2017-01-18

Plan Statistics for 403(B) THRIFT PLAN OF FREESTATE LEGAL PROJECT, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF FREESTATE LEGAL PROJECT, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF FREESTATE LEGAL PROJECT, INC. 2025 401k membership
Total number of particpants at beginning of year2025-08-0912
Total number of particpants at end of year2025-08-0912
Number of Participants With Account Balances2025-08-099
2024: 403(B) THRIFT PLAN OF FREESTATE LEGAL PROJECT, INC. 2024 401k membership
Total number of particpants at beginning of year2024-11-2211
Total number of particpants at end of year2024-11-2212
Number of Participants With Account Balances2024-11-229
Total number of particpants at beginning of year2024-04-197
Total number of particpants at end of year2024-04-196
Number of Participants With Account Balances2024-04-195

Financial Data on 403(B) THRIFT PLAN OF FREESTATE LEGAL PROJECT, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF FREESTATE LEGAL PROJECT, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-090
Total liabilities as of the end of the plan year2025-08-090
Total liabilities as of the beginning of the plan year2025-08-090
Total expenses incurred by plan in this plan year2025-08-0920
Net assets as of the end of the plan year2025-08-09160897
Total assets as of the beginning of the plan year2025-08-09107743
Value of plan covered by a fidelity bond2025-08-091000
Participant contributions to plan in this plan year2025-08-0937711
Other expenses paid from plan in this plan year2025-08-090
Other contributions to plan in this plan year2025-08-090
Other income to plan in this plan year2025-08-0915463
Plan net income in this plan year2025-08-0953154
Net assets as of the end of the plan year2025-08-09160897
Net assets as of the beginning of the plan year2025-08-09107743
Employer contributions to plan in this plan year2025-08-090
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-0920
2024 : 403(B) THRIFT PLAN OF FREESTATE LEGAL PROJECT, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-11-220
Total liabilities as of the end of the plan year2024-11-220
Total liabilities as of the beginning of the plan year2024-11-220
Total expenses incurred by plan in this plan year2024-11-2217946
Net assets as of the end of the plan year2024-11-22107743
Total assets as of the beginning of the plan year2024-11-2271956
Value of plan covered by a fidelity bond2024-11-221000
Participant contributions to plan in this plan year2024-11-2230278
Other expenses paid from plan in this plan year2024-11-220
Other contributions to plan in this plan year2024-11-228694
Other income to plan in this plan year2024-11-2214761
Plan net income in this plan year2024-11-2235787
Net assets as of the end of the plan year2024-11-22107743
Net assets as of the beginning of the plan year2024-11-2271956
Employer contributions to plan in this plan year2024-11-220
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-220
Total transfers to/from plan in this plan year2024-04-190
Total liabilities as of the end of the plan year2024-04-190
Total liabilities as of the beginning of the plan year2024-04-190
Total expenses incurred by plan in this plan year2024-04-1913719
Net assets as of the end of the plan year2024-04-19129624
Total assets as of the beginning of the plan year2024-04-1997978
Value of plan covered by a fidelity bond2024-04-191000
Participant contributions to plan in this plan year2024-04-1912083
Other expenses paid from plan in this plan year2024-04-190
Other contributions to plan in this plan year2024-04-190
Other income to plan in this plan year2024-04-1933282
Plan net income in this plan year2024-04-1931646
Net assets as of the end of the plan year2024-04-19129624
Net assets as of the beginning of the plan year2024-04-1997978
Employer contributions to plan in this plan year2024-04-190
Fees paid to broker by Benefit Provider2024-04-1914

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