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FRIEDMAN & WOLF 401k Plan overview

Plan NameFRIEDMAN & WOLF
Plan identification number 001

FRIEDMAN & WOLF Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FRIEDMAN & ANSPACH has sponsored the creation of one or more 401k plans.

Company Name:FRIEDMAN & ANSPACH
Employer identification number (EIN):133403675
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRIEDMAN & WOLF

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SUSAN PERROTTA2023-07-19 SUSAN PERROTTA2023-07-19
0012021-01-01SUSAN PERROTTA2022-09-26 SUSAN PERROTTA2022-09-26
0012020-01-01SUSAN PERROTTA2021-07-23 EUGENE FRIEDMAN2021-07-23
0012019-01-01SUSAN PERROTTA2020-07-30 SUSAN PERROTTA2020-07-30
0012018-01-01SUSAN C. PERROTTA2019-06-26 EUGENE S. FRIEDMAN2019-06-26
0012017-01-01SUSAN C. PERROTTA2018-07-25
0012016-01-01SUSAN C PERROTTA2017-07-26
0012015-01-01SUSAN PERROTTA EUGENE S. FRIEDMAN2016-08-03
0012014-01-01SUSAN PERROTTA
0012013-01-01EUGENE S. FRIEDMAN EUGENE S. FRIEDMAN2014-07-28
0012012-01-01SUSAN PERROTTA EUGENE S. FRIEDMAN2013-07-26
0012011-01-01SUSAN PERROTTA
0012010-01-01SUSAN PERROTTA
0012009-01-01EUGENE S. FRIEDMAN

Plan Statistics for FRIEDMAN & WOLF

401k plan membership statisitcs for FRIEDMAN & WOLF

Measure Date Value
2015: FRIEDMAN & WOLF 2015 401k membership
Total participants, beginning-of-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115
Number of participants with account balances2015-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FRIEDMAN & WOLF 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-0116
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Number of participants with account balances2014-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FRIEDMAN & WOLF 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0118
Number of participants with account balances2013-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FRIEDMAN & WOLF 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0118
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FRIEDMAN & WOLF 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0119
Number of participants with account balances2011-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FRIEDMAN & WOLF 2010 401k membership
Total participants, beginning-of-year2010-01-0118
Total number of active participants reported on line 7a of the Form 55002010-01-0119
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0120
Number of participants with account balances2010-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: FRIEDMAN & WOLF 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0119
Number of participants with account balances2009-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FRIEDMAN & WOLF

Measure Date Value
2015 : FRIEDMAN & WOLF 2015 401k financial data
Total income from all sources2015-12-31$42,219
Expenses. Total of all expenses incurred2015-12-31$104,312
Benefits paid (including direct rollovers)2015-12-31$104,312
Total plan assets at end of year2015-12-31$2,881,252
Total plan assets at beginning of year2015-12-31$2,943,345
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$51,691
Other income received2015-12-31$-18,092
Net income (gross income less expenses)2015-12-31$-62,093
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,881,252
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,943,345
Assets. Value of participant loans2015-12-31$33,401
Total contributions received or receivable from employer(s)2015-12-31$8,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : FRIEDMAN & WOLF 2014 401k financial data
Total income from all sources2014-12-31$227,642
Expenses. Total of all expenses incurred2014-12-31$182,601
Benefits paid (including direct rollovers)2014-12-31$182,601
Total plan assets at end of year2014-12-31$2,943,345
Total plan assets at beginning of year2014-12-31$2,898,304
Total contributions received or receivable from participants2014-12-31$48,725
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$6,385
Other income received2014-12-31$161,737
Net income (gross income less expenses)2014-12-31$45,041
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,943,345
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,898,304
Assets. Value of participant loans2014-12-31$27,346
Total contributions received or receivable from employer(s)2014-12-31$10,795
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : FRIEDMAN & WOLF 2013 401k financial data
Total income from all sources2013-12-31$574,600
Expenses. Total of all expenses incurred2013-12-31$39,257
Benefits paid (including direct rollovers)2013-12-31$39,257
Total plan assets at end of year2013-12-31$2,898,304
Total plan assets at beginning of year2013-12-31$2,362,961
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$75,175
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$489,942
Net income (gross income less expenses)2013-12-31$535,343
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,898,304
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,362,961
Assets. Value of participant loans2013-12-31$23,862
Total contributions received or receivable from employer(s)2013-12-31$9,483
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : FRIEDMAN & WOLF 2012 401k financial data
Total income from all sources2012-12-31$316,852
Expenses. Total of all expenses incurred2012-12-31$71,317
Benefits paid (including direct rollovers)2012-12-31$71,317
Total plan assets at end of year2012-12-31$2,362,961
Total plan assets at beginning of year2012-12-31$2,117,426
Total contributions received or receivable from participants2012-12-31$77,225
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$228,834
Net income (gross income less expenses)2012-12-31$245,535
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,362,961
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,117,426
Assets. Value of participant loans2012-12-31$3,338
Total contributions received or receivable from employer(s)2012-12-31$10,793
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : FRIEDMAN & WOLF 2011 401k financial data
Total income from all sources2011-12-31$109,811
Expenses. Total of all expenses incurred2011-12-31$14,081
Benefits paid (including direct rollovers)2011-12-31$14,054
Total plan assets at end of year2011-12-31$2,117,426
Total plan assets at beginning of year2011-12-31$2,021,696
Total contributions received or receivable from participants2011-12-31$116,620
Expenses. Other expenses not covered elsewhere2011-12-31$27
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-22,604
Net income (gross income less expenses)2011-12-31$95,730
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,117,426
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,021,696
Assets. Value of participant loans2011-12-31$5,138
Total contributions received or receivable from employer(s)2011-12-31$15,795
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : FRIEDMAN & WOLF 2010 401k financial data
Total income from all sources2010-12-31$361,867
Expenses. Total of all expenses incurred2010-12-31$53
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,021,696
Total plan assets at beginning of year2010-12-31$1,659,881
Total contributions received or receivable from participants2010-12-31$93,185
Expenses. Other expenses not covered elsewhere2010-12-31$53
Contributions received from other sources (not participants or employers)2010-12-31$1,190
Other income received2010-12-31$205,092
Net income (gross income less expenses)2010-12-31$361,814
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,021,696
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,659,881
Assets. Value of participant loans2010-12-31$2,134
Total contributions received or receivable from employer(s)2010-12-31$62,400
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0

Form 5500 Responses for FRIEDMAN & WOLF

2015: FRIEDMAN & WOLF 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FRIEDMAN & WOLF 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FRIEDMAN & WOLF 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FRIEDMAN & WOLF 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FRIEDMAN & WOLF 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FRIEDMAN & WOLF 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FRIEDMAN & WOLF 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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