Martin Friedrich, Cpa 401(K) Plan — Form 5500 plan (Martin Friedrich, Cpa)
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, Martin Friedrich, Cpa 401(K) Plan is a benefit plan reported by Martin Friedrich, Cpa under EIN 94-3055258 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $3,445,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Martin Friedrich, Cpa
- EIN
- 94-3055258
- Plan number
- 001
- Plan type
- 2
- Location
- Castro Valley, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $3,445,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240910165150NAL0010457840001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,445,331
- Net assets (EOY)
- $3,445,331
- Net assets (BOY)
- $3,811,979
Income & contributions
- Employer contributions
- $20,802
- Participant contributions
- $39,200
- Total income / additions
- $384,936
Expenses & distributions
- Benefits paid
- $751,584
- Total expenses
- $751,584
- Net increase / (decrease)
- -$366,648
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.