Friedwald Center 401(K) Plan — Form 5500 plan (Friedwald Center 401(K) Plan)
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, Friedwald Center 401(K) Plan is a benefit plan reported by Friedwald Center 401(K) Plan under EIN 20-0482890 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $2,773,681 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Friedwald Center 401(K) Plan
- EIN
- 20-0482890
- Plan number
- 001
- Plan type
- 2
- Location
- New City, NY
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $2,773,681
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20241015101450NAL0047321984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,773,681
- Total liabilities (EOY)
- $5,111
- Net assets (EOY)
- $2,768,570
- Net assets (BOY)
- $2,283,758
Income & contributions
- Employer contributions
- $31,435
- Participant contributions
- $206,191
- Total contributions
- $237,626
- Total income / additions
- $504,634
Expenses & distributions
- Benefits paid
- $2,797
- Administrative expenses
- $14,812
- Total expenses
- $19,822
- Net increase / (decrease)
- $484,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable | RECORD KEEPER | $11,364 | $6,596 | 2023 |