FREEMAN FINANCIAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FREEMAN FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for FREEMAN FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2024: FREEMAN FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-04-03 | 5 |
| Total number of particpants at end of year | 2024-04-03 | 5 |
| Number of Participants With Account Balances | 2024-04-03 | 5 |
| 2022: FREEMAN FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-30 | 4 |
| Total number of particpants at end of year | 2022-06-30 | 4 |
| Number of Participants With Account Balances | 2022-06-30 | 4 |
| 2019: FREEMAN FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
| 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 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 4 |
| Number of participants with account balances | 2019-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2024 : FREEMAN FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-03 | 0 |
| Net assets as of the end of the plan year | 2024-04-03 | 498538 |
| Total assets as of the beginning of the plan year | 2024-04-03 | 291066 |
| Value of plan covered by a fidelity bond | 2024-04-03 | 29107 |
| Participant contributions to plan in this plan year | 2024-04-03 | 35244 |
| Other expenses paid from plan in this plan year | 2024-04-03 | 0 |
| Other contributions to plan in this plan year | 2024-04-03 | 0 |
| Other income to plan in this plan year | 2024-04-03 | 125514 |
| Plan net income in this plan year | 2024-04-03 | 207472 |
| Net assets as of the end of the plan year | 2024-04-03 | 498538 |
| Net assets as of the beginning of the plan year | 2024-04-03 | 291066 |
| Employer contributions to plan in this plan year | 2024-04-03 | 46714 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-03 | 0 |
| 2022 : FREEMAN FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-30 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-30 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-30 | 0 |
| Net assets as of the end of the plan year | 2022-06-30 | 307418 |
| Total assets as of the beginning of the plan year | 2022-06-30 | 163724 |
| Value of plan covered by a fidelity bond | 2022-06-30 | 20000 |
| Participant contributions to plan in this plan year | 2022-06-30 | 31125 |
| Other expenses paid from plan in this plan year | 2022-06-30 | 0 |
| Other contributions to plan in this plan year | 2022-06-30 | 0 |
| Other income to plan in this plan year | 2022-06-30 | 46154 |
| Plan net income in this plan year | 2022-06-30 | 143694 |
| Net assets as of the end of the plan year | 2022-06-30 | 307418 |
| Net assets as of the beginning of the plan year | 2022-06-30 | 163724 |
| Employer contributions to plan in this plan year | 2022-06-30 | 66415 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-30 | 0 |
| 2019 : FREEMAN FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $40,878 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $40,878 |
| Total plan assets at beginning of year | 2019-12-31 | $0 |
| Value of fidelity bond covering the plan | 2019-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $28,446 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $3,675 |
| Net income (gross income less expenses) | 2019-12-31 | $40,878 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $40,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $8,757 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
