Freed Maxick Cpas, P. C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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. (EIN 45-4051133) is a plan sponsor located in Buffalo, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-4051133
Location
Buffalo, NY
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$88MSummed across loaded plans$88,046,149
Total reported assets$88M$88,046,149
Total reported participants1.1K1,066
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$88M total assets
Net assets$88MLiabilities$0
Contributions & income
Employer contributions$765.6K
Participant contributions$3.4M
Total income / additions$18.7M
Expenses & distributions
Benefits paid / distributions$3.5M
Total expenses$3.6M
Net increase / (decrease)$15.1M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Freed Maxick Cpas, P. C. 401k Plan
Participants per plan355Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 536 participants · 2023
  2. 2
    Plan #502 · 322 participants · 2023
  3. 3
    Plan #501 · 208 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Freed Maxick Cpas, P. C.
YearPlanParticipantsSchedulesFiling
2023Freed Maxick Cpas, P. C. 401k Plan536H, C20241011095958NAL0043882210001
2023Freed Maxick Cpas, P.C. Section 125 Flexible Benefit Plan20820241015141013NAL0028711361003
2023Freed Maxick Cpas, P.C. Basic Life, Long Term Disability, & Short Term Disability Plan32220241015141013NAL0028711361004

Related Form 5500 pages