2023 Form 5500 filing — Freed Maxick Cpas, P. C. 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011095958NAL0043882210001) for Freed Maxick Cpas, P. C. 401k Plan, reported by Freed Maxick Cpas, P. C. under EIN 45-4051133 and plan number 002. It reports 536 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095958NAL0043882210001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Freed Maxick Cpas, P. C.
- EIN
- 45-4051133
- Plan number
- 002
- Location
- Buffalo, NY
- Participants
- 536
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,046,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,046,149
- Employer contributions
- $765,568
- Participant contributions
- $3,380,456
- Total income / additions
- $18,672,912
- Benefits paid
- $3,454,346
- Administrative expenses
- $131,821
- Total expenses
- $3,586,167
- Net increase / (decrease)
- $15,086,745
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $110,272 | $0 |
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | $0 | $43,000 |
| The Zlc Group Cpas LLC | SERVICE PROVIDER | $8,900 | not reported in the loaded dataset |
| Morningstar Investment Management | SERVICE PROVIDER | $6,851 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $5,798 | not reported in the loaded dataset |