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LAW OFFICE OF JEFFREY FRIEDMAN, P. C. CASH BALANCE PLAN 401k Plan overview

Plan NameLAW OFFICE OF JEFFREY FRIEDMAN, P. C. CASH BALANCE PLAN
Plan identification number 003

LAW OFFICE OF JEFFREY FRIEDMAN, P. C. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

LAW OFFICE OF JEFFREY FRIEDMAN, P.C has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICE OF JEFFREY FRIEDMAN, P.C
Employer identification number (EIN):300170895
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICE OF JEFFREY FRIEDMAN, P. C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01JEFFREY M. FRIEDMAN2022-09-29 JEFFREY M. FRIEDMAN2022-09-29
0032020-01-01JEFFREY M. FRIEDMAN2021-09-29 JEFFREY FRIEDMAN2021-09-29
0032019-01-01JEFFREY M. FRIEDMAN2020-07-27 JEFFREY FRIEDMAN2020-07-27
0032018-01-01JEFFREY M. FRIEDMAN2019-09-23 JEFFREY FRIEDMAN2019-09-23

Financial Data on LAW OFFICE OF JEFFREY FRIEDMAN, P. C. CASH BALANCE PLAN

Measure Date Value
2025 : LAW OFFICE OF JEFFREY FRIEDMAN, P. C. CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-070
Total liabilities as of the end of the plan year2025-10-070
Total liabilities as of the beginning of the plan year2025-10-070
Total expenses incurred by plan in this plan year2025-10-070
Net assets as of the end of the plan year2025-10-07885369
Total assets as of the beginning of the plan year2025-10-07788760
Value of plan covered by a fidelity bond2025-10-07120000
Participant contributions to plan in this plan year2025-10-070
Other expenses paid from plan in this plan year2025-10-070
Other contributions to plan in this plan year2025-10-070
Other income to plan in this plan year2025-10-0796609
Plan net income in this plan year2025-10-0796609
Net assets as of the end of the plan year2025-10-07885369
Net assets as of the beginning of the plan year2025-10-07788760
Employer contributions to plan in this plan year2025-10-070
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-070
2024 : LAW OFFICE OF JEFFREY FRIEDMAN, P. C. CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-080
Net assets as of the end of the plan year2024-10-08788760
Total assets as of the beginning of the plan year2024-10-08681582
Value of plan covered by a fidelity bond2024-10-08100000
Participant contributions to plan in this plan year2024-10-080
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-0882178
Plan net income in this plan year2024-10-08107178
Net assets as of the end of the plan year2024-10-08788760
Net assets as of the beginning of the plan year2024-10-08681582
Employer contributions to plan in this plan year2024-10-0825000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-080
2022 : LAW OFFICE OF JEFFREY FRIEDMAN, P. C. CASH BALANCE PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-290
Total liabilities as of the end of the plan year2022-09-290
Total liabilities as of the beginning of the plan year2022-09-290
Total expenses incurred by plan in this plan year2022-09-292107
Net assets as of the end of the plan year2022-09-29673280
Total assets as of the beginning of the plan year2022-09-29583745
Value of plan covered by a fidelity bond2022-09-2950000
Participant contributions to plan in this plan year2022-09-290
Other expenses paid from plan in this plan year2022-09-290
Other contributions to plan in this plan year2022-09-290
Other income to plan in this plan year2022-09-2937622
Plan net income in this plan year2022-09-2989535
Net assets as of the end of the plan year2022-09-29673280
Net assets as of the beginning of the plan year2022-09-29583745
Employer contributions to plan in this plan year2022-09-2954020
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-292107

Potentially related plans

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