401k Plan data: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN plan

FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN
Plan identification number	001

FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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

FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN

Employer identification number (EIN): 521337661

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-12-01 QASIM COLLIDGE 2019-09-12
001 2016-12-01
001 2015-12-01
001 2014-12-01
001 2013-12-01
001 2012-12-01 QASIM COLLIDGE
001 2011-12-01 QASIM COLLIDGE
001 2009-12-01 QASIM COLLIDGE
001 2008-12-01

Plan Statistics for FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN

Measure Date Value
2017: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-12-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-12-01 0
Number of retired or separated participants receiving benefits 2017-12-01 0
Number of other retired or separated participants entitled to future benefits 2017-12-01 0
Total of all active and inactive participants 2017-12-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-12-01 1
Total participants 2017-12-01 1
2016: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-12-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 0
Number of retired or separated participants receiving benefits 2016-12-01 0
Number of other retired or separated participants entitled to future benefits 2016-12-01 0
Total of all active and inactive participants 2016-12-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-12-01 1
Total participants 2016-12-01 1
2015: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 0
Number of retired or separated participants receiving benefits 2015-12-01 0
Number of other retired or separated participants entitled to future benefits 2015-12-01 0
Total of all active and inactive participants 2015-12-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-12-01 1
Total participants 2015-12-01 1
2014: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-12-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 0
Number of retired or separated participants receiving benefits 2014-12-01 0
Number of other retired or separated participants entitled to future benefits 2014-12-01 0
Total of all active and inactive participants 2014-12-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-01 1
Total participants 2014-12-01 1
2013: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-12-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 0
Number of retired or separated participants receiving benefits 2013-12-01 0
Number of other retired or separated participants entitled to future benefits 2013-12-01 0
Total of all active and inactive participants 2013-12-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 1
Total participants 2013-12-01 1
2012: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-12-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 0
Number of retired or separated participants receiving benefits 2012-12-01 0
Total of all active and inactive participants 2012-12-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-01 1
Total participants 2012-12-01 1
2011: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 0
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 0
Total of all active and inactive participants 2011-12-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 1
Total participants 2011-12-01 1
2009: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-12-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 0
Number of retired or separated participants receiving benefits 2009-12-01 0
Number of other retired or separated participants entitled to future benefits 2009-12-01 0
Total of all active and inactive participants 2009-12-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 1
Total participants 2009-12-01 1

Measure	Date	Value
2017: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-12-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-12-01	0
Number of retired or separated participants receiving benefits	2017-12-01	0
Number of other retired or separated participants entitled to future benefits	2017-12-01	0
Total of all active and inactive participants	2017-12-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-12-01	1
Total participants	2017-12-01	1
2016: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-12-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	0
Number of retired or separated participants receiving benefits	2016-12-01	0
Number of other retired or separated participants entitled to future benefits	2016-12-01	0
Total of all active and inactive participants	2016-12-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-12-01	1
Total participants	2016-12-01	1
2015: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	0
Number of retired or separated participants receiving benefits	2015-12-01	0
Number of other retired or separated participants entitled to future benefits	2015-12-01	0
Total of all active and inactive participants	2015-12-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-12-01	1
Total participants	2015-12-01	1
2014: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-12-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	0
Number of retired or separated participants receiving benefits	2014-12-01	0
Number of other retired or separated participants entitled to future benefits	2014-12-01	0
Total of all active and inactive participants	2014-12-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-01	1
Total participants	2014-12-01	1
2013: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-12-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	0
Number of retired or separated participants receiving benefits	2013-12-01	0
Number of other retired or separated participants entitled to future benefits	2013-12-01	0
Total of all active and inactive participants	2013-12-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	1
Total participants	2013-12-01	1
2012: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-12-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	0
Number of retired or separated participants receiving benefits	2012-12-01	0
Total of all active and inactive participants	2012-12-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-01	1
Total participants	2012-12-01	1
2011: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	0
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	0
Total of all active and inactive participants	2011-12-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	1
Total participants	2011-12-01	1
2009: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-12-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	0
Number of retired or separated participants receiving benefits	2009-12-01	0
Number of other retired or separated participants entitled to future benefits	2009-12-01	0
Total of all active and inactive participants	2009-12-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	1
Total participants	2009-12-01	1

Financial Data on FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2017 : FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources	2017-11-30	$14,876
Expenses. Total of all expenses incurred	2017-11-30	$1,267
Total plan assets at end of year	2017-11-30	$103,045
Total plan assets at beginning of year	2017-11-30	$89,436
Other income received	2017-11-30	$14,876
Net income (gross income less expenses)	2017-11-30	$13,609
Net plan assets at end of year (total assets less liabilities)	2017-11-30	$103,045
Net plan assets at beginning of year (total assets less liabilities)	2017-11-30	$89,436
Expenses. Administrative service providers (salaries,fees and commissions)	2017-11-30	$1,267
2016 : FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources	2016-11-30	$4,075
Expenses. Total of all expenses incurred	2016-11-30	$15,688
Benefits paid (including direct rollovers)	2016-11-30	$15,000
Total plan assets at end of year	2016-11-30	$89,436
Total plan assets at beginning of year	2016-11-30	$101,049
Other income received	2016-11-30	$4,075
Net income (gross income less expenses)	2016-11-30	$-11,613
Net plan assets at end of year (total assets less liabilities)	2016-11-30	$89,436
Net plan assets at beginning of year (total assets less liabilities)	2016-11-30	$101,049
Expenses. Administrative service providers (salaries,fees and commissions)	2016-11-30	$688
2015 : FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources	2015-11-30	$1,213
Expenses. Total of all expenses incurred	2015-11-30	$20,921
Benefits paid (including direct rollovers)	2015-11-30	$20,000
Total plan assets at end of year	2015-11-30	$101,049
Total plan assets at beginning of year	2015-11-30	$120,757
Other income received	2015-11-30	$1,213
Net income (gross income less expenses)	2015-11-30	$-19,708
Net plan assets at end of year (total assets less liabilities)	2015-11-30	$101,049
Net plan assets at beginning of year (total assets less liabilities)	2015-11-30	$120,757
Expenses. Administrative service providers (salaries,fees and commissions)	2015-11-30	$921
2014 : FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources	2014-11-30	$-12,666
Expenses. Total of all expenses incurred	2014-11-30	$147,677
Benefits paid (including direct rollovers)	2014-11-30	$146,086
Total plan assets at end of year	2014-11-30	$120,757
Total plan assets at beginning of year	2014-11-30	$281,100
Other income received	2014-11-30	$-12,666
Net income (gross income less expenses)	2014-11-30	$-160,343
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$120,757
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$281,100
Expenses. Administrative service providers (salaries,fees and commissions)	2014-11-30	$1,591
2013 : FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-11-30	$62,786
Expenses. Total of all expenses incurred	2013-11-30	$12,798
Benefits paid (including direct rollovers)	2013-11-30	$12,053
Total plan assets at end of year	2013-11-30	$281,100
Total plan assets at beginning of year	2013-11-30	$231,112
Other income received	2013-11-30	$62,786
Net income (gross income less expenses)	2013-11-30	$49,988
Net plan assets at end of year (total assets less liabilities)	2013-11-30	$281,100
Net plan assets at beginning of year (total assets less liabilities)	2013-11-30	$231,112
Expenses. Administrative service providers (salaries,fees and commissions)	2013-11-30	$745
2012 : FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-11-30	$13,039
Expenses. Total of all expenses incurred	2012-11-30	$44,405
Benefits paid (including direct rollovers)	2012-11-30	$44,217
Total plan assets at end of year	2012-11-30	$231,112
Total plan assets at beginning of year	2012-11-30	$253,279
Other income received	2012-11-30	$13,039
Net income (gross income less expenses)	2012-11-30	$-31,366
Net plan assets at end of year (total assets less liabilities)	2012-11-30	$231,112
Net plan assets at beginning of year (total assets less liabilities)	2012-11-30	$253,279
Expenses. Administrative service providers (salaries,fees and commissions)	2012-11-30	$188
2011 : FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-11-30	$10,511
Expenses. Total of all expenses incurred	2011-11-30	$45,788
Benefits paid (including direct rollovers)	2011-11-30	$45,600
Total plan assets at end of year	2011-11-30	$253,279
Total plan assets at beginning of year	2011-11-30	$288,554
Other income received	2011-11-30	$10,511
Net income (gross income less expenses)	2011-11-30	$-35,277
Net plan assets at end of year (total assets less liabilities)	2011-11-30	$253,279
Net plan assets at beginning of year (total assets less liabilities)	2011-11-30	$288,554
Expenses. Administrative service providers (salaries,fees and commissions)	2011-11-30	$188

Form 5500 Responses for FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN

2017: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-12-01	Type of plan entity	Single employer plan
2017-12-01	Plan funding arrangement – Trust	Yes
2017-12-01	Plan benefit arrangement - Trust	Yes
2016: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Plan funding arrangement – Trust	Yes
2016-12-01	Plan benefit arrangement - Trust	Yes
2015: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes
2014: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2009: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	This submission is the final filing	No
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes
2008: FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

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Company Name:	FREEDOM MANAGEMENT COMPANY MONEY PURCHASE PENSION PLAN
Employer identification number (EIN):	521337661
NAIC Classification:	236200

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-12-01	QASIM COLLIDGE	2019-09-12
001	2016-12-01
001	2015-12-01
001	2014-12-01
001	2013-12-01
001	2012-12-01	QASIM COLLIDGE
001	2011-12-01	QASIM COLLIDGE
001	2009-12-01	QASIM COLLIDGE
001	2008-12-01