401k Plan data: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST plan

FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FREEDOM SOLUTION GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: FREEDOM SOLUTION GROUP, LLC

Employer identification number (EIN): 364156327

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KIMBERLY LEE 2023-10-12
001 2021-01-01 KIMBERLY LEE 2022-10-13
001 2020-01-01 BRITTANI SHAW 2021-10-14
001 2019-01-01 EDWARD TOMCZUK 2020-10-06
001 2018-01-01
001 2017-01-01
001 2016-01-01 ED TOMCZUK
001 2015-01-01 ED TOMCZUK
001 2014-01-01 JOHN RIGAS
001 2013-01-01 JULIA SCHNEIDER CHRISTOPHER JUNKER 2014-07-30
001 2012-01-01 FREEDOM SOLUTIONS GROUP L L C
001 2011-01-01 FREEDOM SOLUTIONS GROUP LLC 2012-07-30
001 2010-01-01 FREEDOM SOLUTIONS GROUP LLC 2011-06-15
001 2009-01-01 FREEDOM SOLUTIONS GROUP LLC

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KIMBERLY LEE	2023-10-12
001	2021-01-01	KIMBERLY LEE	2022-10-13
001	2020-01-01	BRITTANI SHAW	2021-10-14
001	2019-01-01	EDWARD TOMCZUK	2020-10-06
001	2018-01-01
001	2017-01-01
001	2016-01-01	ED TOMCZUK
001	2015-01-01	ED TOMCZUK
001	2014-01-01	JOHN RIGAS
001	2013-01-01	JULIA SCHNEIDER		CHRISTOPHER JUNKER	2014-07-30
001	2012-01-01	FREEDOM SOLUTIONS GROUP L L C
001	2011-01-01	FREEDOM SOLUTIONS GROUP LLC	2012-07-30
001	2010-01-01	FREEDOM SOLUTIONS GROUP LLC	2011-06-15
001	2009-01-01	FREEDOM SOLUTIONS GROUP LLC

Plan Statistics for FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 356
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 304
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 134
Total of all active and inactive participants 2022-01-01 438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 438
Number of participants with account balances 2022-01-01 422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 217
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 139
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 0
Total participants 2021-01-01 356
Number of participants with account balances 2021-01-01 299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 188
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 65
Total of all active and inactive participants 2020-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 253
Number of participants with account balances 2020-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 142
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 55
Total of all active and inactive participants 2019-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 197
Number of participants with account balances 2019-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2016: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 64
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 25
Total of all active and inactive participants 2016-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 89
Number of participants with account balances 2016-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 66
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 30
Total of all active and inactive participants 2015-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 96
Number of participants with account balances 2015-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 57
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 27
Total of all active and inactive participants 2014-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 84
Number of participants with account balances 2014-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 60
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 22
Total of all active and inactive participants 2013-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 82
Number of participants with account balances 2013-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 53
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 22
Total of all active and inactive participants 2012-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 75
Number of participants with account balances 2012-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2009: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 58
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 58
Number of participants with account balances 2009-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	356
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	304
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	134
Total of all active and inactive participants	2022-01-01	438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	438
Number of participants with account balances	2022-01-01	422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	217
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	139
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	0
Total participants	2021-01-01	356
Number of participants with account balances	2021-01-01	299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	188
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	65
Total of all active and inactive participants	2020-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	253
Number of participants with account balances	2020-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	142
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	55
Total of all active and inactive participants	2019-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	197
Number of participants with account balances	2019-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2016: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	64
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	25
Total of all active and inactive participants	2016-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	89
Number of participants with account balances	2016-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	66
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	30
Total of all active and inactive participants	2015-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	96
Number of participants with account balances	2015-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	57
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	27
Total of all active and inactive participants	2014-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	84
Number of participants with account balances	2014-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	60
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	22
Total of all active and inactive participants	2013-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	82
Number of participants with account balances	2013-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	53
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	22
Total of all active and inactive participants	2012-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	75
Number of participants with account balances	2012-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2009: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	58
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	58
Number of participants with account balances	2009-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2022 : FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$2,052,636
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$3,659,157
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,530,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,378,750
Value of total corrective distributions	2022-12-31	$39,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$7,362,453
Value of total assets at end of year	2022-12-31	$23,638,669
Value of total assets at beginning of year	2022-12-31	$21,457,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$112,985
Total interest from all sources	2022-12-31	$15,216
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$401,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$401,623
Administrative expenses professional fees incurred	2022-12-31	$112,985
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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
Contributions received from participants	2022-12-31	$3,172,760
Participant contributions at end of year	2022-12-31	$78,507
Participant contributions at beginning of year	2022-12-31	$98,390
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,594,346
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$458
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	$128,169
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$23,638,669
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,457,864
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$19,246,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,810,290
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,774,607
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,824,751
Interest on participant loans	2022-12-31	$3,757
Interest earned on other investments	2022-12-31	$11,459
Value of interest in common/collective trusts at end of year	2022-12-31	$847,461
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$692,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$724,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,856,555
Net investment gain/loss from pooled separate accounts	2022-12-31	$-330,639
Net investment gain or loss from common/collective trusts	2022-12-31	$67,059
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	$1,595,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,378,292
Did the plan have assets held for investment	2022-12-31	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	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	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	JOHNSON O'CONNOR FERON &CARUCCI LLP
Accountancy firm EIN	2022-12-31	203985546
2021 : FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$2,281,322
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$7,076,496
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,787,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,687,468
Value of total corrective distributions	2021-12-31	$4,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,771,821
Value of total assets at end of year	2021-12-31	$21,457,864
Value of total assets at beginning of year	2021-12-31	$13,888,039
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$95,764
Total interest from all sources	2021-12-31	$12,558
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$335,725
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	$335,725
Was this plan covered by a fidelity bond	2021-12-31	No
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,142,356
Participant contributions at end of year	2021-12-31	$98,390
Participant contributions at beginning of year	2021-12-31	$98,296
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,596,065
Administrative expenses (other) incurred	2021-12-31	$95,764
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	$5,288,503
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,457,864
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$13,888,039
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$18,810,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,336,105
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,824,751
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,025,250
Interest on participant loans	2021-12-31	$4,802
Interest earned on other investments	2021-12-31	$7,756
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$724,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$428,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,639,135
Net investment gain/loss from pooled separate accounts	2021-12-31	$317,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
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	$1,033,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,687,468
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	JOHNSON O'CONNOR FERON &CARUCCI LLP
Accountancy firm EIN	2021-12-31	203985546
2020 : FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$1,816,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,539,646
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,374,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,292,568
Value of total corrective distributions	2020-12-31	$9,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,824,953
Value of total assets at end of year	2020-12-31	$13,888,039
Value of total assets at beginning of year	2020-12-31	$8,906,552
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$72,124
Total interest from all sources	2020-12-31	$12,692
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$189,009
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	$189,009
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,569,931
Participant contributions at end of year	2020-12-31	$98,296
Participant contributions at beginning of year	2020-12-31	$67,856
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$467,639
Administrative expenses (other) incurred	2020-12-31	$72,124
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	$3,165,287
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$13,888,039
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,906,552
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,336,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,773,130
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,025,250
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$689,255
Interest on participant loans	2020-12-31	$4,793
Interest earned on other investments	2020-12-31	$7,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$428,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$376,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,364,432
Net investment gain/loss from pooled separate accounts	2020-12-31	$148,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
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	$787,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,292,568
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	Disclaimer
Accountancy firm name	2020-12-31	JOHNSON O'CONNOR FERON &CARUCCI LLP
Accountancy firm EIN	2020-12-31	203985546
2019 : FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,278,421
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,166,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,117,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,747,747
Value of total assets at end of year	2019-12-31	$8,906,552
Value of total assets at beginning of year	2019-12-31	$6,795,039
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$49,762
Total interest from all sources	2019-12-31	$9,987
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$157,937
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	$157,937
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,040,992
Participant contributions at end of year	2019-12-31	$67,856
Participant contributions at beginning of year	2019-12-31	$123,680
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$149,752
Administrative expenses (other) incurred	2019-12-31	$49,762
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	$2,111,513
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,906,552
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,795,039
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,773,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,350,794
Value of interest in pooled separate accounts at end of year	2019-12-31	$689,255
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$533,954
Interest on participant loans	2019-12-31	$4,601
Interest earned on other investments	2019-12-31	$5,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$376,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$786,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,221,763
Net investment gain/loss from pooled separate accounts	2019-12-31	$140,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	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
Contributions received in cash from employer	2019-12-31	$557,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,117,146
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JOHNSON O'CONNOR FERON &CARUCCI LLP
Accountancy firm EIN	2019-12-31	203985546
2016 : FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$1,027,437
Expenses. Total of all expenses incurred	2016-12-31	$798,478
Benefits paid (including direct rollovers)	2016-12-31	$798,361
Total plan assets at end of year	2016-12-31	$4,383,415
Total plan assets at beginning of year	2016-12-31	$4,154,456
Value of fidelity bond covering the plan	2016-12-31	$425,000
Total contributions received or receivable from participants	2016-12-31	$487,110
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$118,680
Other income received	2016-12-31	$279,907
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$228,959
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,383,415
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,154,456
Assets. Value of participant loans	2016-12-31	$122,692
Total contributions received or receivable from employer(s)	2016-12-31	$141,740
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$117
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
2015 : FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$505,358
Expenses. Total of all expenses incurred	2015-12-31	$357,463
Benefits paid (including direct rollovers)	2015-12-31	$356,813
Total plan assets at end of year	2015-12-31	$4,154,456
Total plan assets at beginning of year	2015-12-31	$4,006,561
Value of fidelity bond covering the plan	2015-12-31	$359,000
Total contributions received or receivable from participants	2015-12-31	$439,840
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$1,817
Other income received	2015-12-31	$-51,633
Net income (gross income less expenses)	2015-12-31	$147,895
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,154,456
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,006,561
Assets. Value of participant loans	2015-12-31	$83,363
Total contributions received or receivable from employer(s)	2015-12-31	$115,334
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$974,889
Expenses. Total of all expenses incurred	2014-12-31	$264,763
Benefits paid (including direct rollovers)	2014-12-31	$263,965
Total plan assets at end of year	2014-12-31	$4,006,561
Total plan assets at beginning of year	2014-12-31	$3,296,435
Value of fidelity bond covering the plan	2014-12-31	$359,000
Total contributions received or receivable from participants	2014-12-31	$395,959
Expenses. Other expenses not covered elsewhere	2014-12-31	$798
Contributions received from other sources (not participants or employers)	2014-12-31	$192,374
Other income received	2014-12-31	$251,813
Net income (gross income less expenses)	2014-12-31	$710,126
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,006,561
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,296,435
Assets. Value of participant loans	2014-12-31	$80,930
Total contributions received or receivable from employer(s)	2014-12-31	$134,743
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,116,476
Expenses. Total of all expenses incurred	2013-12-31	$885,983
Benefits paid (including direct rollovers)	2013-12-31	$885,398
Total plan assets at end of year	2013-12-31	$3,296,435
Total plan assets at beginning of year	2013-12-31	$3,065,942
Value of fidelity bond covering the plan	2013-12-31	$359,000
Total contributions received or receivable from participants	2013-12-31	$417,297
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$661
Other income received	2013-12-31	$579,572
Net income (gross income less expenses)	2013-12-31	$230,493
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,296,435
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,065,942
Assets. Value of participant loans	2013-12-31	$52,413
Total contributions received or receivable from employer(s)	2013-12-31	$118,946
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$585
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$882,393
Expenses. Total of all expenses incurred	2012-12-31	$363,309
Benefits paid (including direct rollovers)	2012-12-31	$359,221
Total plan assets at end of year	2012-12-31	$3,065,942
Total plan assets at beginning of year	2012-12-31	$2,546,858
Value of fidelity bond covering the plan	2012-12-31	$359,000
Total contributions received or receivable from participants	2012-12-31	$339,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$114,058
Other income received	2012-12-31	$323,318
Net income (gross income less expenses)	2012-12-31	$519,084
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,065,942
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,546,858
Assets. Value of participant loans	2012-12-31	$17,999
Total contributions received or receivable from employer(s)	2012-12-31	$106,017
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$3,568
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$520
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST

2022: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	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: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2016: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: FREEDOM SOLUTIONS GROUP L L C 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	481
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $364
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	364
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

719481

Policy instance

Insurance contract or identification number	719481
Number of Individuals Covered	481
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $881
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	881
Additional information about fees paid to insurance broker	TPA ALLOWANCE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	299
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $243
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	243
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

719481

Policy instance

Insurance contract or identification number	719481
Number of Individuals Covered	299
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $655
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	655
Additional information about fees paid to insurance broker	TPA ALLOWANCE
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	243
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $576
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	576
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	187
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $515
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	515
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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Company Name:	FREEDOM SOLUTION GROUP, LLC
Employer identification number (EIN):	364156327
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services