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Plan Name | THE FREEDOM FORUM, INC. RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | THE FREEDOM FORUM, INC. |
Employer identification number (EIN): | 541604427 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about THE FREEDOM FORUM, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1991-07-05 |
Company Identification Number: | 0378023 |
Legal Registered Office Address: |
4701 COX ROAD, SUITE 285 GLEN ALLEN United States of America (USA) 23060 |
More information about THE FREEDOM FORUM, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | CINDY KEITH | 2023-10-12 | SHERRY MINEAR | 2023-10-12 |
001 | 2021-01-01 | CINDY KEITH | 2022-11-28 | SHERRY MINEAR | 2022-11-28 |
001 | 2020-01-01 | CINDY KEITH | 2021-10-14 | SHERRY MINEAR | 2021-10-14 |
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | NICOLE MANDEVILLE | NICOLE MANDEVILLE | 2018-10-05 | |
001 | 2016-01-01 | NICOLE MANDEVILLE | NICOLE MANDEVILLE | 2017-10-12 | |
001 | 2015-01-01 | NICOLE MANDEVILLE | NICOLE MANDEVILLE | 2016-10-06 | |
001 | 2014-01-01 | NICOLE MANDEVILLE | NICOLE MANDEVILLE | 2015-10-14 | |
001 | 2013-01-01 | NICOLE MANDEVILLE | NICOLE MANDEVILLE | 2014-10-13 | |
001 | 2012-01-01 | NICOLE MANDEVILLE | NICOLE MANDEVILLE | 2013-10-11 | |
001 | 2011-01-01 | NICOLE MANDEVILLE | NICOLE MANDEVILLE | 2012-10-09 | |
001 | 2010-01-01 | NICOLE MANDEVILLE | NICOLE MANDEVILLE | 2011-10-06 | |
001 | 2009-01-01 | NICOLE MANDEVILLE | NICOLE MANDEVILLE | 2010-10-01 |
Measure | Date | Value |
---|---|---|
2022: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 69,740,520 |
Acturial value of plan assets | 2022-12-31 | 66,529,869 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 38,699,162 |
Number of terminated vested participants | 2022-12-31 | 191 |
Fundng target for terminated vested participants | 2022-12-31 | 12,175,911 |
Active participant vested funding target | 2022-12-31 | 2,118,793 |
Number of active participants | 2022-12-31 | 13 |
Total funding liabilities for active participants | 2022-12-31 | 2,149,554 |
Total participant count | 2022-12-31 | 376 |
Total funding target for all participants | 2022-12-31 | 53,024,627 |
Present value of excess contributions | 2022-12-31 | 7,311,216 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 7,717,720 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 7,995,019 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 7,661,198 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 600,000 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 7,661,198 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 372 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
2021: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 59,308,265 |
Acturial value of plan assets | 2021-12-31 | 55,078,857 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 36,799,747 |
Number of terminated vested participants | 2021-12-31 | 205 |
Fundng target for terminated vested participants | 2021-12-31 | 12,242,893 |
Active participant vested funding target | 2021-12-31 | 3,465,657 |
Number of active participants | 2021-12-31 | 15 |
Total funding liabilities for active participants | 2021-12-31 | 3,493,382 |
Total participant count | 2021-12-31 | 388 |
Total funding target for all participants | 2021-12-31 | 52,536,022 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 1,468,602 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 1,547,319 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 8,000,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 7,311,216 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 565,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 7,311,216 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 384 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 154 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 189 |
Total of all active and inactive participants | 2021-01-01 | 356 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 16 |
Total participants | 2021-01-01 | 372 |
2020: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 53,824,724 |
Acturial value of plan assets | 2020-12-31 | 51,616,640 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 35,397,011 |
Number of terminated vested participants | 2020-12-31 | 216 |
Fundng target for terminated vested participants | 2020-12-31 | 14,403,980 |
Active participant vested funding target | 2020-12-31 | 4,453,557 |
Number of active participants | 2020-12-31 | 20 |
Total funding liabilities for active participants | 2020-12-31 | 4,483,673 |
Total participant count | 2020-12-31 | 391 |
Total funding target for all participants | 2020-12-31 | 54,284,664 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 871,512 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 919,619 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 2,897,505 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 2,726,553 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 535,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 2,668,024 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 1,257,951 |
Additional cash requirement | 2020-12-31 | 1,257,951 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 2,726,553 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 387 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 152 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 202 |
Total of all active and inactive participants | 2020-01-01 | 369 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 15 |
Total participants | 2020-01-01 | 384 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 45,991,027 |
Acturial value of plan assets | 2019-12-31 | 48,382,252 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 33,492,954 |
Number of terminated vested participants | 2019-12-31 | 217 |
Fundng target for terminated vested participants | 2019-12-31 | 13,760,234 |
Active participant vested funding target | 2019-12-31 | 6,390,437 |
Number of active participants | 2019-12-31 | 38 |
Total funding liabilities for active participants | 2019-12-31 | 6,501,325 |
Total participant count | 2019-12-31 | 398 |
Total funding target for all participants | 2019-12-31 | 53,754,513 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 523,988 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 553,803 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 2,605,005 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 2,449,684 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 550,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 5,372,261 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,578,172 |
Additional cash requirement | 2019-12-31 | 1,578,172 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 2,449,684 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 394 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 141 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 213 |
Total of all active and inactive participants | 2019-01-01 | 374 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 13 |
Total participants | 2019-01-01 | 387 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 50,229,253 |
Acturial value of plan assets | 2018-12-31 | 47,249,645 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 31,445,491 |
Number of terminated vested participants | 2018-12-31 | 225 |
Fundng target for terminated vested participants | 2018-12-31 | 12,723,974 |
Active participant vested funding target | 2018-12-31 | 6,707,083 |
Number of active participants | 2018-12-31 | 40 |
Total funding liabilities for active participants | 2018-12-31 | 6,798,711 |
Total participant count | 2018-12-31 | 400 |
Total funding target for all participants | 2018-12-31 | 50,968,176 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 6,910 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 7,318 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 1,935,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 1,826,078 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 625,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 3,718,531 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,302,090 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 1,302,090 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,826,078 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 396 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 132 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 214 |
Total of all active and inactive participants | 2018-01-01 | 384 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 10 |
Total participants | 2018-01-01 | 394 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 45,323,513 |
Acturial value of plan assets | 2017-12-31 | 46,212,948 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 27,301,700 |
Number of terminated vested participants | 2017-12-31 | 235 |
Fundng target for terminated vested participants | 2017-12-31 | 11,783,870 |
Active participant vested funding target | 2017-12-31 | 10,090,204 |
Number of active participants | 2017-12-31 | 56 |
Total funding liabilities for active participants | 2017-12-31 | 10,197,537 |
Total participant count | 2017-12-31 | 407 |
Total funding target for all participants | 2017-12-31 | 49,283,107 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 5,078 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 5,388 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 1,190,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,119,901 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 600,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 3,070,159 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,112,991 |
Additional cash requirement | 2017-12-31 | 1,112,991 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,119,901 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 403 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 124 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 222 |
Total of all active and inactive participants | 2017-01-01 | 386 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 10 |
Total participants | 2017-01-01 | 396 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 44,753,340 |
Acturial value of plan assets | 2016-12-31 | 47,036,736 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 26,617,850 |
Number of terminated vested participants | 2016-12-31 | 248 |
Fundng target for terminated vested participants | 2016-12-31 | 11,351,261 |
Active participant vested funding target | 2016-12-31 | 9,410,428 |
Number of active participants | 2016-12-31 | 59 |
Total funding liabilities for active participants | 2016-12-31 | 9,522,240 |
Total participant count | 2016-12-31 | 418 |
Total funding target for all participants | 2016-12-31 | 47,491,351 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 354,852 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 377,172 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 750,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 680,191 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 600,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 454,615 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 675,113 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 675,113 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 680,191 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 414 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 107 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 232 |
Total of all active and inactive participants | 2016-01-01 | 395 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 8 |
Total participants | 2016-01-01 | 403 |
2015: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 414 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 59 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 104 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 247 |
Total of all active and inactive participants | 2015-01-01 | 410 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 414 |
2014: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 415 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 93 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 255 |
Total of all active and inactive participants | 2014-01-01 | 411 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 414 |
2013: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 415 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 69 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 86 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 258 |
Total of all active and inactive participants | 2013-01-01 | 413 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 415 |
2012: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 416 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 68 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 251 |
Total of all active and inactive participants | 2012-01-01 | 415 |
Total participants | 2012-01-01 | 415 |
2011: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 419 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 61 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 254 |
Total of all active and inactive participants | 2011-01-01 | 420 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 420 |
2010: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 419 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 58 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 254 |
Total of all active and inactive participants | 2010-01-01 | 417 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 419 |
2009: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 429 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 49 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 234 |
Total of all active and inactive participants | 2009-01-01 | 427 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 427 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 8 |
Measure | Date | Value |
---|---|---|
2022 : THE FREEDOM FORUM, INC. RETIREMENT PLAN 2022 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $182,480 |
Total income from all sources (including contributions) | 2022-12-31 | $-78,839 |
Total of all expenses incurred | 2022-12-31 | $61,761,481 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $60,619,304 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $15,995,019 |
Value of total assets at beginning of year | 2022-12-31 | $62,022,800 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,142,177 |
Total interest from all sources | 2022-12-31 | $36,445 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $996,581 |
Was this plan covered by a fidelity bond | 2022-12-31 | No |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $1,716,256 |
Administrative expenses (other) incurred | 2022-12-31 | $32,736 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $182,480 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-61,840,320 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $61,840,320 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $112,860 |
Interest earned on other investments | 2022-12-31 | $36,445 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $60,130,005 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,892,795 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,892,795 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $41,397,001 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-16,110,303 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $15,995,019 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $17,506,047 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MARCUM LLP |
Accountancy firm EIN | 2022-12-31 | 111986323 |
2021 : THE FREEDOM FORUM, INC. RETIREMENT PLAN 2021 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $182,480 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $41,585 |
Total income from all sources (including contributions) | 2021-12-31 | $6,526,050 |
Total of all expenses incurred | 2021-12-31 | $4,003,834 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,408,360 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,216 |
Value of total assets at end of year | 2021-12-31 | $62,022,800 |
Value of total assets at beginning of year | 2021-12-31 | $59,359,689 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $595,474 |
Total interest from all sources | 2021-12-31 | $12,856 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $177,843 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $177,843 |
Administrative expenses professional fees incurred | 2021-12-31 | $438,594 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $182,480 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $41,585 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,522,216 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $61,840,320 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $59,318,104 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $156,880 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $41,615,352 |
Interest earned on other investments | 2021-12-31 | $12,856 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $60,130,005 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $14,200,319 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,892,795 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,501,513 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,501,513 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $5,073,902 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,257,233 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $4,216 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,042,505 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,408,360 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MARCUM, LLP |
Accountancy firm EIN | 2021-12-31 | 111986323 |
2020 : THE FREEDOM FORUM, INC. RETIREMENT PLAN 2020 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $41,585 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $57,120 |
Total income from all sources (including contributions) | 2020-12-31 | $9,214,667 |
Total of all expenses incurred | 2020-12-31 | $3,710,783 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,173,321 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,897,505 |
Value of total assets at end of year | 2020-12-31 | $59,359,689 |
Value of total assets at beginning of year | 2020-12-31 | $53,871,340 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $537,462 |
Total interest from all sources | 2020-12-31 | $25,162 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $504,829 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $504,829 |
Administrative expenses professional fees incurred | 2020-12-31 | $405,433 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $41,585 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $57,120 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,503,884 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $59,318,104 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $53,814,220 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $132,029 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $41,615,352 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $37,443,677 |
Interest earned on other investments | 2020-12-31 | $25,162 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $14,200,319 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $12,799,045 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,501,513 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,013,613 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,013,613 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $-1,012,870 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $4,980,020 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,820,021 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,897,505 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,042,505 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,615,005 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,173,321 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MARCUM, LLP |
Accountancy firm EIN | 2020-12-31 | 111986323 |
2019 : THE FREEDOM FORUM, INC. RETIREMENT PLAN 2019 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $57,120 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $57,120 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $37,768 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $37,768 |
Total income from all sources (including contributions) | 2019-12-31 | $12,062,372 |
Total income from all sources (including contributions) | 2019-12-31 | $12,062,372 |
Total of all expenses incurred | 2019-12-31 | $3,665,671 |
Total of all expenses incurred | 2019-12-31 | $3,665,671 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,116,508 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,116,508 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,172,034 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,172,034 |
Value of total assets at end of year | 2019-12-31 | $53,871,340 |
Value of total assets at end of year | 2019-12-31 | $53,871,340 |
Value of total assets at beginning of year | 2019-12-31 | $45,455,287 |
Value of total assets at beginning of year | 2019-12-31 | $45,455,287 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $549,163 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $549,163 |
Total interest from all sources | 2019-12-31 | $55,904 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $626,424 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $626,424 |
Administrative expenses professional fees incurred | 2019-12-31 | $397,229 |
Administrative expenses professional fees incurred | 2019-12-31 | $397,229 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $57,120 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $57,120 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $37,768 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $37,768 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $8,396,701 |
Value of net income/loss | 2019-12-31 | $8,396,701 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $53,814,220 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $53,814,220 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $45,417,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $45,417,519 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $151,934 |
Investment advisory and management fees | 2019-12-31 | $151,934 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $37,443,677 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $37,443,677 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $30,689,113 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $30,689,113 |
Interest earned on other investments | 2019-12-31 | $55,904 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $12,799,045 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $12,799,045 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $13,801,445 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $13,801,445 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,013,613 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,013,613 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $434,729 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $434,729 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $434,729 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $434,729 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $842,596 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $842,596 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $4,297,693 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $4,297,693 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,067,721 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $3,172,034 |
Contributions received in cash from employer | 2019-12-31 | $3,172,034 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,615,005 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,615,005 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $530,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $530,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,116,508 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,116,508 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MARCUM, LLP |
Accountancy firm name | 2019-12-31 | MARCUM, LLP |
Accountancy firm EIN | 2019-12-31 | 111986323 |
Accountancy firm EIN | 2019-12-31 | 111986323 |
2018 : THE FREEDOM FORUM, INC. RETIREMENT PLAN 2018 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $37,768 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $48,356 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,372,487 |
Total of all expenses incurred | 2018-12-31 | $3,451,714 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,922,237 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,370,000 |
Value of total assets at end of year | 2018-12-31 | $45,455,287 |
Value of total assets at beginning of year | 2018-12-31 | $50,290,076 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $529,477 |
Total interest from all sources | 2018-12-31 | $24,284 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $642,852 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $642,852 |
Administrative expenses professional fees incurred | 2018-12-31 | $372,304 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $37,768 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $48,356 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-4,824,201 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $45,417,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $50,241,720 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $157,173 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $30,689,113 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $33,031,855 |
Interest earned on other investments | 2018-12-31 | $24,284 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $13,801,445 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $15,972,083 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $434,729 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $606,138 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $606,138 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,273,830 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $289,631 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,425,424 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,370,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $530,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $680,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,922,237 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MARCUM, LLP |
Accountancy firm EIN | 2018-12-31 | 111986323 |
2017 : THE FREEDOM FORUM, INC. RETIREMENT PLAN 2017 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $48,356 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $86,172 |
Total income from all sources (including contributions) | 2017-12-31 | $8,353,672 |
Total of all expenses incurred | 2017-12-31 | $3,422,178 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,830,035 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,190,000 |
Value of total assets at end of year | 2017-12-31 | $50,290,076 |
Value of total assets at beginning of year | 2017-12-31 | $45,396,398 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $592,143 |
Total interest from all sources | 2017-12-31 | $40,982 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $562,739 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $562,739 |
Administrative expenses professional fees incurred | 2017-12-31 | $442,226 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $48,356 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $86,172 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $248,629 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $4,931,494 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $50,241,720 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $45,310,226 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $149,917 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $33,031,855 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $34,810,434 |
Interest earned on other investments | 2017-12-31 | $40,982 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $15,972,083 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $9,587,335 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $606,138 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,559,951 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,190,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $680,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,830,035 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | RAFFA, P.C. |
Accountancy firm EIN | 2017-12-31 | 521511275 |
2016 : THE FREEDOM FORUM, INC. RETIREMENT PLAN 2016 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $86,172 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $112,275 |
Total income from all sources (including contributions) | 2016-12-31 | $3,854,728 |
Total of all expenses incurred | 2016-12-31 | $3,260,887 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,673,193 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $750,000 |
Value of total assets at end of year | 2016-12-31 | $45,396,398 |
Value of total assets at beginning of year | 2016-12-31 | $44,828,660 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $587,694 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $510,486 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $510,486 |
Administrative expenses professional fees incurred | 2016-12-31 | $451,572 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $86,172 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $112,275 |
Total non interest bearing cash at end of year | 2016-12-31 | $248,629 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $593,841 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $45,310,226 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $44,716,385 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $136,122 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $44,397,769 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $44,828,660 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,594,242 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $750,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,673,193 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | RAFFA, P.C. |
Accountancy firm EIN | 2016-12-31 | 521511275 |
2015 : THE FREEDOM FORUM, INC. RETIREMENT PLAN 2015 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $112,275 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $69,219 |
Total income from all sources (including contributions) | 2015-12-31 | $321,389 |
Total of all expenses incurred | 2015-12-31 | $2,931,881 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,371,764 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $360,000 |
Value of total assets at end of year | 2015-12-31 | $44,828,660 |
Value of total assets at beginning of year | 2015-12-31 | $47,396,096 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $560,117 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $425,884 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $112,275 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $69,219 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-2,610,492 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $44,716,385 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $47,326,877 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $134,233 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $44,828,660 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $45,956,096 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-38,611 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $360,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,440,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,371,764 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | RAFFA, P.C. |
Accountancy firm EIN | 2015-12-31 | 521511275 |
2014 : THE FREEDOM FORUM, INC. RETIREMENT PLAN 2014 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $69,219 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $44,826 |
Total income from all sources (including contributions) | 2014-12-31 | $5,320,583 |
Total of all expenses incurred | 2014-12-31 | $2,639,928 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,219,039 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,850,000 |
Value of total assets at end of year | 2014-12-31 | $47,396,096 |
Value of total assets at beginning of year | 2014-12-31 | $44,691,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $420,889 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other income not declared elsewhere | 2014-12-31 | $21,867 |
Administrative expenses (other) incurred | 2014-12-31 | $291,925 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $69,219 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $44,826 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,680,655 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $47,326,877 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $44,646,222 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $128,964 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $45,956,096 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $44,601,048 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,448,716 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,850,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,440,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $90,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,219,039 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | RAFFA, P.C. |
Accountancy firm EIN | 2014-12-31 | 521511275 |
2013 : THE FREEDOM FORUM, INC. RETIREMENT PLAN 2013 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $44,826 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $38,499 |
Total income from all sources (including contributions) | 2013-12-31 | $9,398,029 |
Total of all expenses incurred | 2013-12-31 | $2,502,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,077,586 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,370,000 |
Value of total assets at end of year | 2013-12-31 | $44,691,048 |
Value of total assets at beginning of year | 2013-12-31 | $37,789,289 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $425,011 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $36,000 |
Other income not declared elsewhere | 2013-12-31 | $31,310 |
Administrative expenses (other) incurred | 2013-12-31 | $295,624 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $44,826 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $38,499 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $6,895,432 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $44,646,222 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $37,750,790 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $129,387 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $44,601,048 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $36,568,289 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $6,996,719 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,370,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $90,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,185,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,077,586 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | RAFFA, P.C. |
Accountancy firm EIN | 2013-12-31 | 521511275 |
2012 : THE FREEDOM FORUM, INC. RETIREMENT PLAN 2012 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $38,499 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $122,116 |
Total income from all sources (including contributions) | 2012-12-31 | $7,153,795 |
Total of all expenses incurred | 2012-12-31 | $1,971,303 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,611,935 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,165,000 |
Value of total assets at end of year | 2012-12-31 | $37,789,289 |
Value of total assets at beginning of year | 2012-12-31 | $32,690,414 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $359,368 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $36,000 |
Other income not declared elsewhere | 2012-12-31 | $75,591 |
Administrative expenses (other) incurred | 2012-12-31 | $290,996 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $38,499 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $122,116 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $5,182,492 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $37,750,790 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $32,568,298 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $68,372 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $36,568,289 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $31,380,414 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,913,204 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $3,165,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,185,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,310,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,611,935 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | RAFFA, P.C. |
Accountancy firm EIN | 2012-12-31 | 521511275 |
2011 : THE FREEDOM FORUM, INC. RETIREMENT PLAN 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $122,116 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $12,111 |
Total income from all sources (including contributions) | 2011-12-31 | $2,554,939 |
Total of all expenses incurred | 2011-12-31 | $2,053,690 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,603,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,795,000 |
Value of total assets at end of year | 2011-12-31 | $32,690,414 |
Value of total assets at beginning of year | 2011-12-31 | $32,079,160 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $450,243 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other income not declared elsewhere | 2011-12-31 | $42,902 |
Administrative expenses (other) incurred | 2011-12-31 | $380,264 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $122,116 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $12,111 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $139,828 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $501,249 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $32,568,298 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $32,067,049 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $69,979 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $31,380,414 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $31,904,332 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-282,963 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,795,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,310,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $35,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,603,447 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | RAFFA, P.C. |
Accountancy firm EIN | 2011-12-31 | 521511275 |
2010 : THE FREEDOM FORUM, INC. RETIREMENT PLAN 2010 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $12,111 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $10,167 |
Total income from all sources (including contributions) | 2010-12-31 | $5,427,282 |
Total of all expenses incurred | 2010-12-31 | $1,905,678 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,488,598 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,030,000 |
Value of total assets at end of year | 2010-12-31 | $32,079,160 |
Value of total assets at beginning of year | 2010-12-31 | $28,555,612 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $417,080 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Other income not declared elsewhere | 2010-12-31 | $288,528 |
Administrative expenses (other) incurred | 2010-12-31 | $310,729 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $12,111 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $10,167 |
Total non interest bearing cash at end of year | 2010-12-31 | $139,828 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $113 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,521,604 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $32,067,049 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $28,545,445 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $106,351 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $31,904,332 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $26,800,499 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,108,754 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,030,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $35,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,755,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,488,598 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | RAFFA, P.C. |
Accountancy firm EIN | 2010-12-31 | 521511275 |
2022: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE FREEDOM FORUM, INC. RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |