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FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 401k Plan overview

Plan NameFREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN
Plan identification number 502

FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

FREED MAXICK CPAS, P. C. has sponsored the creation of one or more 401k plans.

Company Name:FREED MAXICK CPAS, P. C.
Employer identification number (EIN):454051133
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about FREED MAXICK CPAS, P. C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2011-12-15
Company Identification Number: 4177399
Legal Registered Office Address: 424 MAIN STREET
LIBERTY BLDG, STE 800
BUFFALO
United States of America (USA)
14202

More information about FREED MAXICK CPAS, P. C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01
5022021-01-01
5022020-01-01
5022019-01-01
5022018-01-01
5022017-01-01MICHELLE SULLIVAN
5022016-01-01MICHELLE SULLIVAN
5022015-01-01MICHELLE SULLIVAN
5022014-01-01MICHELLE SULLIVAN
5022013-01-01MICHELLE SULLIVAN
5022012-01-01MICHELLE SULLIVAN
5022011-01-01MICHELLE SULLIVAN

Plan Statistics for FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN

401k plan membership statisitcs for FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN

Measure Date Value
2022: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01309
Total number of active participants reported on line 7a of the Form 55002022-01-01322
Total of all active and inactive participants2022-01-01322
2021: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01292
Total number of active participants reported on line 7a of the Form 55002021-01-01309
Total of all active and inactive participants2021-01-01309
2020: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01290
Total number of active participants reported on line 7a of the Form 55002020-01-01292
Total of all active and inactive participants2020-01-01292
2019: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01299
Total number of active participants reported on line 7a of the Form 55002019-01-01290
Total of all active and inactive participants2019-01-01290
2018: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01290
Total number of active participants reported on line 7a of the Form 55002018-01-01299
Total of all active and inactive participants2018-01-01299
2017: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01297
Total number of active participants reported on line 7a of the Form 55002017-01-01290
Total of all active and inactive participants2017-01-01290
2016: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01295
Total number of active participants reported on line 7a of the Form 55002016-01-01297
Total of all active and inactive participants2016-01-01297
2015: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01300
Total number of active participants reported on line 7a of the Form 55002015-01-01295
Total of all active and inactive participants2015-01-01295
2014: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01285
Total number of active participants reported on line 7a of the Form 55002014-01-01300
Total of all active and inactive participants2014-01-01300
2013: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01264
Total number of active participants reported on line 7a of the Form 55002013-01-01285
Total of all active and inactive participants2013-01-01285
2012: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01241
Total number of active participants reported on line 7a of the Form 55002012-01-01264
Total of all active and inactive participants2012-01-01264
2011: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01232
Total number of active participants reported on line 7a of the Form 55002011-01-01241
Total of all active and inactive participants2011-01-01241

Form 5500 Responses for FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN

2022: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: FREED MAXICK CPAS, P.C. BASIC LIFE, LONG TERM DISABILITY, & SHORT TERM DISABILITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00364335
Policy instance 1
Insurance contract or identification number00364335
Number of Individuals Covered324
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $17,418
Total amount of fees paid to insurance companyUSD $12,252
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $228,065
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,418
Amount paid for insurance broker fees12252
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00364335
Policy instance 1
Insurance contract or identification number00364335
Number of Individuals Covered319
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $17,455
Total amount of fees paid to insurance companyUSD $11,389
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $225,104
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,455
Amount paid for insurance broker fees11389
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00364335
Policy instance 1
Insurance contract or identification number00364335
Number of Individuals Covered292
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $23,174
Total amount of fees paid to insurance companyUSD $9,089
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $214,463
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,740
Amount paid for insurance broker fees9089
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00364335
Policy instance 1
Insurance contract or identification number00364335
Number of Individuals Covered290
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $22,135
Total amount of fees paid to insurance companyUSD $8,162
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $202,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,074
Amount paid for insurance broker fees8162
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00364335
Policy instance 1
Insurance contract or identification number00364335
Number of Individuals Covered299
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $17,673
Total amount of fees paid to insurance companyUSD $8,698
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $182,638
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,024
Amount paid for insurance broker fees8698
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00364335
Policy instance 1
Insurance contract or identification number00364335
Number of Individuals Covered290
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,240
Total amount of fees paid to insurance companyUSD $9,109
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $210,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,240
Amount paid for insurance broker fees9109
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP LLC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00364335
Policy instance 1
Insurance contract or identification number00364335
Number of Individuals Covered295
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,368
Total amount of fees paid to insurance companyUSD $6,931
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $185,676
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,368
Amount paid for insurance broker fees6931
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP LLC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00364335
Policy instance 1
Insurance contract or identification number00364335
Number of Individuals Covered300
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,033
Total amount of fees paid to insurance companyUSD $6,937
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $179,544
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,033
Amount paid for insurance broker fees6937
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP LLC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00364335
Policy instance 1
Insurance contract or identification number00364335
Number of Individuals Covered285
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,812
Total amount of fees paid to insurance companyUSD $6,032
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $172,079
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,812
Amount paid for insurance broker fees6032
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP LLC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00364335
Policy instance 1
Insurance contract or identification number00364335
Number of Individuals Covered264
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,962
Total amount of fees paid to insurance companyUSD $6,076
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $158,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,962
Amount paid for insurance broker fees6076
Insurance broker organization code?3
Insurance broker nameLAWLEY BENEFITS GROUP LLC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00364335
Policy instance 1
Insurance contract or identification number00364335
Number of Individuals Covered241
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,029
Total amount of fees paid to insurance companyUSD $6,006
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $141,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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