2023 Form 5500 filing — Friedman'S Home Improvement 401(K) Profit Sharing 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 20240925183211NAL0027516930001) for Friedman'S Home Improvement 401(K) Profit Sharing Plan, reported by Friedman'S Home Improvement under EIN 94-1552238 and plan number 004. It reports 533 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925183211NAL0027516930001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Friedman'S Home Improvement
- EIN
- 94-1552238
- Plan number
- 004
- Location
- Petaluma, CA
- Participants
- 533
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,024,771
- Total liabilities (EOY)
- $34,862
- Net assets (EOY)
- $24,989,909
- Employer contributions
- $695,537
- Participant contributions
- $1,289,317
- Total income / additions
- $5,155,079
- Benefits paid
- $2,114,866
- Administrative expenses
- $88,634
- Total expenses
- $2,203,500
- Net increase / (decrease)
- $2,951,579
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $88,567 | not reported in the loaded dataset |