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).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$88MReported net assets$88,046,149
Participants536
Provider compensation$174.8K5 Schedule C row(s)$174,821
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011095958NAL0043882210001
- Plan sponsor
- Freed Maxick Cpas, P. C.
- EIN
- 45-4051133
- Plan number
- 002
- Location
- Buffalo, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$88M total assets
Net assets$88MLiabilities$0
Full reported line items
- 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
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 |