PAUL D. FRIEDMAN, P.A. DEFINED BENEFIT PLAN 401k Plan overview

PAUL D. FRIEDMAN, P.A. DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	PAUL D. FRIEDMAN, P.A.
Employer identification number (EIN):	650768291
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Additional information about PAUL D. FRIEDMAN, P.A.

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1997-07-21
Company Identification Number:	P97000062799
Legal Registered Office Address:	2332 Galiano Street Coral Gables 33134

More information about PAUL D. FRIEDMAN, P.A.

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	PAUL D. FRIEDMAN	2020-10-07	PAUL D. FRIEDMAN	2020-10-07
002	2019-01-01	PAUL D. FRIEDMAN	2020-10-07	PAUL D. FRIEDMAN	2020-10-07
002	2018-01-01	PAUL D. FRIEDMAN	2019-06-12	PAUL D. FRIEDMAN	2019-06-12
002	2017-01-01	PAUL D. FRIEDMAN	2018-05-31	PAUL D. FRIEDMAN	2018-05-31
002	2016-01-01	PAUL D. FRIEDMAN	2017-06-21	PAUL D. FRIEDMAN	2017-06-21
002	2015-01-01	PAUL D. FRIEDMAN	2016-08-30	PAUL D. FRIEDMAN	2016-08-30
002	2015-01-01	PAUL D. FRIEDMAN	2016-06-23	PAUL D. FRIEDMAN	2016-06-23
002	2014-01-01	PAUL D. FRIEDMAN	2015-06-10	PAUL D. FRIEDMAN	2015-06-10
002	2013-01-01	PAUL D. FRIEDMAN	2014-02-25	PAUL D. FRIEDMAN	2014-02-25
002	2012-01-01	PAUL D. FRIEDMAN	2013-06-20	PAUL D. FRIEDMAN	2013-06-20
002	2011-01-01	PAUL D. FRIEDMAN	2012-08-16	PAUL D. FRIEDMAN	2012-08-16
002	2010-01-01	PAUL D. FRIEDMAN	2011-03-11	PAUL D. FRIEDMAN	2011-03-11

Plan Statistics for PAUL D. FRIEDMAN, P.A. DEFINED BENEFIT PLAN

Measure	Date	Value
2019: PAUL D. FRIEDMAN, P.A. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,880,121
Acturial value of plan assets	2019-12-31	2,880,121
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	2,423,150
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	2,423,864
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	2,423,864
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	15,660
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	15,660
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	17,893
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	79,848
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PAUL D. FRIEDMAN, P.A. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,880,121
Acturial value of plan assets	2018-12-31	2,880,121
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	2,097,360
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	2,097,360
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	2,097,360
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	12,610
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	12,610
Present value of excess contributions	2018-12-31	78,139
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	78,139
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	15,660
Unpaid minimum required contributions for all prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	326,403
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PAUL D. FRIEDMAN, P.A. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,444,315
Acturial value of plan assets	2017-12-31	2,444,315
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,796,762
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	1,796,762
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	1,796,762
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	11,632
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	11,632
Present value of excess contributions	2017-12-31	225,959
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	225,959
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	12,610
Total employer contributions	2017-12-31	79,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	78,139
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	200,682
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	78,139
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PAUL D. FRIEDMAN, P.A. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,748,744
Acturial value of plan assets	2016-12-31	1,748,744
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	1,466
Active participant vested funding target	2016-12-31	1,479,202
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	1,479,202
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	1,480,668
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	11,460
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	11,460
Present value of excess contributions	2016-12-31	114,268
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	114,268
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	11,632
Total employer contributions	2016-12-31	227,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	225,959
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	233,396
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	225,959
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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