Freed Maxick Cpas, P. C. 401k Plan — Form 5500 plan (Freed Maxick Cpas, P. C.)
Plain-English plan 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, Freed Maxick Cpas, P. C. 401k Plan is a benefit plan reported by Freed Maxick Cpas, P. C. under EIN 45-4051133 and plan number 002. The latest loaded filing year is 2023. The filing reports 536 participants and $88,046,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Freed Maxick Cpas, P. C.
- EIN
- 45-4051133
- Plan number
- 002
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 536
- End-of-year plan assets
- $88,046,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 536 | H, C | 20241011095958NAL0043882210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,046,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,046,149
- Net assets (BOY)
- $72,959,404
Income & contributions
- Employer contributions
- $765,568
- Participant contributions
- $3,380,456
- Total contributions
- $4,571,662
- Total income / additions
- $18,672,912
Expenses & distributions
- Benefits paid
- $3,454,346
- Administrative expenses
- $131,821
- Total expenses
- $3,586,167
- Net increase / (decrease)
- $15,086,745
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $110,272 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | $0 | $43,000 | 2023 |
| The Zlc Group Cpas LLC | SERVICE PROVIDER | $8,900 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,851 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $5,798 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Freed Maxick Cpas, P. C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Buffalo, NY
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- The Zlc Group Cpas LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation