FREELAND & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FREELAND & ASSOCIATES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : FREELAND & ASSOCIATES 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-07-18 | 1854 |
| Total liabilities as of the beginning of the plan year | 2025-07-18 | 1046 |
| Total expenses incurred by plan in this plan year | 2025-07-18 | 103852 |
| Net assets as of the end of the plan year | 2025-07-18 | 3420603 |
| Total assets as of the beginning of the plan year | 2025-07-18 | 2873505 |
| Value of plan covered by a fidelity bond | 2025-07-18 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-18 | 156593 |
| Value of participant loans at end of plan year | 2025-07-18 | 12033 |
| Other income to plan in this plan year | 2025-07-18 | 429254 |
| Plan net income in this plan year | 2025-07-18 | 546290 |
| Net assets as of the end of the plan year | 2025-07-18 | 3418749 |
| Net assets as of the beginning of the plan year | 2025-07-18 | 2872459 |
| Employer contributions to plan in this plan year | 2025-07-18 | 64295 |
| 2024 : FREELAND & ASSOCIATES 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-07-12 | 1046 |
| Total liabilities as of the beginning of the plan year | 2024-07-12 | 406 |
| Total expenses incurred by plan in this plan year | 2024-07-12 | 220324 |
| Net assets as of the end of the plan year | 2024-07-12 | 2873505 |
| Total assets as of the beginning of the plan year | 2024-07-12 | 2392793 |
| Value of plan covered by a fidelity bond | 2024-07-12 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-12 | 157021 |
| Value of participant loans at end of plan year | 2024-07-12 | 18167 |
| Other income to plan in this plan year | 2024-07-12 | 482232 |
| Plan net income in this plan year | 2024-07-12 | 480072 |
| Net assets as of the end of the plan year | 2024-07-12 | 2872459 |
| Net assets as of the beginning of the plan year | 2024-07-12 | 2392387 |
| Employer contributions to plan in this plan year | 2024-07-12 | 61143 |
| 2007 : FREELAND & ASSOCIATES 401(K) PLAN 2007 401k financial data |
|---|
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2007-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2007-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2007-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2007-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2007-12-31 | $0 |
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