Freedom Equity Finance, Inc.

Oslar, Marc L Registered Agent	919 KILDAIRE FARM RD STE B, CARY, NC 27511
Marc L Oslar Chief Financial Officer	100 WHEATLEY WAY, CARY, NC 27513

919 KILDAIRE FARM RD STE B, CARY, NC 27511 View Map

Form 5500

100 Wheatley Way, Cary, Nc 27513 (919) 624-2958 EIN:82-4072779 Plan Admin:Edward Rojas

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFREEDOM EQUITY FINANCE INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$94,362 / $119,240	2023	FREEDOM EQUITY FINANCE INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$94,362 / $119,240
2022	Plan NameFREEDOM EQUITY FINANCE INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$88,108 / $94,362	2022	FREEDOM EQUITY FINANCE INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$88,108 / $94,362
2021	Plan NameFREEDOM EQUITY FINANCE INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$67,794 / $88,108	2021	FREEDOM EQUITY FINANCE INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$67,794 / $88,108
2020	Plan NameFREEDOM EQUITY FINANCE INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$29,223 / $67,794	2020	FREEDOM EQUITY FINANCE INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$29,223 / $67,794
2019	Plan NameFREEDOM EQUITY FINANCE INC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $29,223	2019	FREEDOM EQUITY FINANCE INC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$0 / $29,223

Benefit & Retirement Plans based on Form 5500.

PPP Loans

919 Kildaire Farm Road Suite B, Cary, NC 27511

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$79,655 Forgiven$80,691 LenderWebBank Jobs4	05/01/2020	$79,655	$80,691	WebBank	4

PPP Loans based on Paycheck Protection Program.

Address Match:919 Kildaire Farm Rd Ste B Cary, NC

Marc Oslar Retirement Experience, LLC Registered in North Carolina	Cary, NC		View Report
Mlo Management, LLC Registered in North Carolina	Cary, NC		View Report

Address Match:919 Kildaire Farm Rd Cary, NC

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Person/City Match:Oslar Marc L - Cary, NC

Mlo Merchant Savings LLC Registered in North Carolina	Cary, NC	View Report
Mlo Planning, Inc. Registered in North Carolina	Cary, NC	View Report
Net Profit Partners LLC Registered in North Carolina	Cary, NC	View Report

The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary