401k Plan data: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN plan

MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN
Plan identification number	001

MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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

MARC B. FREEDMAN, CPA, P.C. has sponsored the creation of one or more 401k plans.

Company Name: MARC B. FREEDMAN, CPA, P.C.

Employer identification number (EIN): 133256374

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-02-01
001 2022-02-01
001 2021-02-01
001 2020-02-01
001 2019-02-01
001 2018-02-01 MARC B. FREEDMAN
001 2017-02-01 MARC B. FREEDMAN
001 2016-02-01 MARC B. FREEDMAN
001 2015-02-01 MARC B. FREEDMAN
001 2014-02-01 MARC B. FREEDMAN
001 2013-02-01 MARC B. FREEDMAN
001 2012-02-01 MARC B. FREEDMAN
001 2011-02-01 MARC B. FREEDMAN
001 2009-02-01 MARC B. FREEDMAN

Plan Statistics for MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN

Measure Date Value
2023: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-02-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-02-01 4
Number of retired or separated participants receiving benefits 2023-02-01 1
Number of other retired or separated participants entitled to future benefits 2023-02-01 0
Total of all active and inactive participants 2023-02-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-02-01 0
Total participants 2023-02-01 5
Number of participants with account balances 2023-02-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-02-01 0
2022: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-02-01 4
Total number of active participants reported on line 7a of the Form 5500 2022-02-01 4
Number of retired or separated participants receiving benefits 2022-02-01 1
Number of other retired or separated participants entitled to future benefits 2022-02-01 0
Total of all active and inactive participants 2022-02-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-02-01 0
Total participants 2022-02-01 5
Number of participants with account balances 2022-02-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-02-01 0
2021: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-02-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-02-01 4
Number of retired or separated participants receiving benefits 2021-02-01 1
Number of other retired or separated participants entitled to future benefits 2021-02-01 0
Total of all active and inactive participants 2021-02-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-02-01 0
Total participants 2021-02-01 5
Number of participants with account balances 2021-02-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-02-01 0
2020: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-02-01 4
Number of retired or separated participants receiving benefits 2020-02-01 1
Number of other retired or separated participants entitled to future benefits 2020-02-01 0
Total of all active and inactive participants 2020-02-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-01 0
Total participants 2020-02-01 5
Number of participants with account balances 2020-02-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-01 0
2019: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 3
Number of retired or separated participants receiving benefits 2019-02-01 1
Number of other retired or separated participants entitled to future benefits 2019-02-01 0
Total of all active and inactive participants 2019-02-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 0
Total participants 2019-02-01 4
Number of participants with account balances 2019-02-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 0
2018: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 3
Number of retired or separated participants receiving benefits 2018-02-01 0
Number of other retired or separated participants entitled to future benefits 2018-02-01 1
Total of all active and inactive participants 2018-02-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 4
Number of participants with account balances 2018-02-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 0
2017: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 0
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 0
Total of all active and inactive participants 2017-02-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0
2016: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 3
Number of retired or separated participants receiving benefits 2016-02-01 0
Number of other retired or separated participants entitled to future benefits 2016-02-01 0
Total of all active and inactive participants 2016-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 3
Number of participants with account balances 2016-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 0
2015: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 3
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 0
Total of all active and inactive participants 2015-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 3
Number of participants with account balances 2015-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 3
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 0
Total of all active and inactive participants 2014-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 3
Number of participants with account balances 2014-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 3
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 0
Total of all active and inactive participants 2013-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 3
Number of participants with account balances 2013-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 3
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 0
Total of all active and inactive participants 2012-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 3
Number of participants with account balances 2012-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 3
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 0
Total of all active and inactive participants 2011-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 3
Number of participants with account balances 2011-02-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
2009: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 3
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 0
Total of all active and inactive participants 2009-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 3
Number of participants with account balances 2009-02-01 3

Measure	Date	Value
2023: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-02-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-02-01	4
Number of retired or separated participants receiving benefits	2023-02-01	1
Number of other retired or separated participants entitled to future benefits	2023-02-01	0
Total of all active and inactive participants	2023-02-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-02-01	0
Total participants	2023-02-01	5
Number of participants with account balances	2023-02-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-02-01	0
2022: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-02-01	4
Total number of active participants reported on line 7a of the Form 5500	2022-02-01	4
Number of retired or separated participants receiving benefits	2022-02-01	1
Number of other retired or separated participants entitled to future benefits	2022-02-01	0
Total of all active and inactive participants	2022-02-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-02-01	0
Total participants	2022-02-01	5
Number of participants with account balances	2022-02-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-02-01	0
2021: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-02-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-02-01	4
Number of retired or separated participants receiving benefits	2021-02-01	1
Number of other retired or separated participants entitled to future benefits	2021-02-01	0
Total of all active and inactive participants	2021-02-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-02-01	0
Total participants	2021-02-01	5
Number of participants with account balances	2021-02-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-02-01	0
2020: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-02-01	4
Number of retired or separated participants receiving benefits	2020-02-01	1
Number of other retired or separated participants entitled to future benefits	2020-02-01	0
Total of all active and inactive participants	2020-02-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-01	0
Total participants	2020-02-01	5
Number of participants with account balances	2020-02-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-01	0
2019: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	3
Number of retired or separated participants receiving benefits	2019-02-01	1
Number of other retired or separated participants entitled to future benefits	2019-02-01	0
Total of all active and inactive participants	2019-02-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	0
Total participants	2019-02-01	4
Number of participants with account balances	2019-02-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	0
2018: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	3
Number of retired or separated participants receiving benefits	2018-02-01	0
Number of other retired or separated participants entitled to future benefits	2018-02-01	1
Total of all active and inactive participants	2018-02-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	4
Number of participants with account balances	2018-02-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	0
2017: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	0
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	0
Total of all active and inactive participants	2017-02-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0
2016: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	3
Number of retired or separated participants receiving benefits	2016-02-01	0
Number of other retired or separated participants entitled to future benefits	2016-02-01	0
Total of all active and inactive participants	2016-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	3
Number of participants with account balances	2016-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	0
2015: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	3
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	0
Total of all active and inactive participants	2015-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	3
Number of participants with account balances	2015-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	3
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	0
Total of all active and inactive participants	2014-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	3
Number of participants with account balances	2014-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	3
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	0
Total of all active and inactive participants	2013-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	3
Number of participants with account balances	2013-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	3
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	0
Total of all active and inactive participants	2012-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	3
Number of participants with account balances	2012-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	3
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	0
Total of all active and inactive participants	2011-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	3
Number of participants with account balances	2011-02-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
2009: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	3
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	0
Total of all active and inactive participants	2009-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	3
Number of participants with account balances	2009-02-01	3

Financial Data on MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2024 : MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2024 401k financial data
Total income from all sources	2024-01-31	$426,802
Expenses. Total of all expenses incurred	2024-01-31	$81,723
Benefits paid (including direct rollovers)	2024-01-31	$81,723
Total plan assets at end of year	2024-01-31	$2,180,510
Total plan assets at beginning of year	2024-01-31	$1,835,431
Value of fidelity bond covering the plan	2024-01-31	$200,000
Other income received	2024-01-31	$404,089
Net income (gross income less expenses)	2024-01-31	$345,079
Net plan assets at end of year (total assets less liabilities)	2024-01-31	$2,180,510
Net plan assets at beginning of year (total assets less liabilities)	2024-01-31	$1,835,431
Total contributions received or receivable from employer(s)	2024-01-31	$22,713
2023 : MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2023 401k financial data
Total income from all sources	2023-01-31	$-249,534
Expenses. Total of all expenses incurred	2023-01-31	$93,190
Benefits paid (including direct rollovers)	2023-01-31	$93,190
Total plan assets at end of year	2023-01-31	$1,835,431
Total plan assets at beginning of year	2023-01-31	$2,178,155
Value of fidelity bond covering the plan	2023-01-31	$200,000
Other income received	2023-01-31	$-297,234
Net income (gross income less expenses)	2023-01-31	$-342,724
Net plan assets at end of year (total assets less liabilities)	2023-01-31	$1,835,431
Net plan assets at beginning of year (total assets less liabilities)	2023-01-31	$2,178,155
Total contributions received or receivable from employer(s)	2023-01-31	$47,700
2022 : MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total income from all sources	2022-01-31	$496,041
Expenses. Total of all expenses incurred	2022-01-31	$78,295
Benefits paid (including direct rollovers)	2022-01-31	$78,295
Total plan assets at end of year	2022-01-31	$2,178,155
Total plan assets at beginning of year	2022-01-31	$1,760,409
Value of fidelity bond covering the plan	2022-01-31	$200,000
Other income received	2022-01-31	$456,586
Net income (gross income less expenses)	2022-01-31	$417,746
Net plan assets at end of year (total assets less liabilities)	2022-01-31	$2,178,155
Net plan assets at beginning of year (total assets less liabilities)	2022-01-31	$1,760,409
Total contributions received or receivable from employer(s)	2022-01-31	$39,455
2021 : MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total income from all sources	2021-01-31	$362,225
Expenses. Total of all expenses incurred	2021-01-31	$8,758
Benefits paid (including direct rollovers)	2021-01-31	$8,562
Total plan assets at end of year	2021-01-31	$1,760,409
Total plan assets at beginning of year	2021-01-31	$1,406,942
Value of fidelity bond covering the plan	2021-01-31	$200,000
Expenses. Other expenses not covered elsewhere	2021-01-31	$196
Other income received	2021-01-31	$323,522
Net income (gross income less expenses)	2021-01-31	$353,467
Net plan assets at end of year (total assets less liabilities)	2021-01-31	$1,760,409
Net plan assets at beginning of year (total assets less liabilities)	2021-01-31	$1,406,942
Total contributions received or receivable from employer(s)	2021-01-31	$38,703
2020 : MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total income from all sources	2020-01-31	$332,487
Expenses. Total of all expenses incurred	2020-01-31	$57,957
Benefits paid (including direct rollovers)	2020-01-31	$57,954
Total plan assets at end of year	2020-01-31	$1,406,942
Total plan assets at beginning of year	2020-01-31	$1,132,412
Value of fidelity bond covering the plan	2020-01-31	$200,000
Expenses. Other expenses not covered elsewhere	2020-01-31	$3
Other income received	2020-01-31	$292,444
Net income (gross income less expenses)	2020-01-31	$274,530
Net plan assets at end of year (total assets less liabilities)	2020-01-31	$1,406,942
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$1,132,412
Total contributions received or receivable from employer(s)	2020-01-31	$40,043
2019 : MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total income from all sources	2019-01-31	$12,479
Expenses. Total of all expenses incurred	2019-01-31	$33,411
Benefits paid (including direct rollovers)	2019-01-31	$33,342
Total plan assets at end of year	2019-01-31	$1,125,537
Total plan assets at beginning of year	2019-01-31	$1,146,469
Expenses. Other expenses not covered elsewhere	2019-01-31	$69
Other income received	2019-01-31	$-21,910
Net income (gross income less expenses)	2019-01-31	$-20,932
Net plan assets at end of year (total assets less liabilities)	2019-01-31	$1,125,537
Net plan assets at beginning of year (total assets less liabilities)	2019-01-31	$1,146,469
Total contributions received or receivable from employer(s)	2019-01-31	$34,389
2018 : MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources	2018-01-31	$231,998
Expenses. Total of all expenses incurred	2018-01-31	$26,796
Benefits paid (including direct rollovers)	2018-01-31	$26,650
Total plan assets at end of year	2018-01-31	$1,146,469
Total plan assets at beginning of year	2018-01-31	$941,267
Value of fidelity bond covering the plan	2018-01-31	$200,000
Expenses. Other expenses not covered elsewhere	2018-01-31	$146
Other income received	2018-01-31	$197,353
Net income (gross income less expenses)	2018-01-31	$205,202
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$1,146,469
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$941,267
Total contributions received or receivable from employer(s)	2018-01-31	$34,645
2017 : MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources	2017-01-31	$132,535
Expenses. Total of all expenses incurred	2017-01-31	$24,895
Benefits paid (including direct rollovers)	2017-01-31	$24,750
Total plan assets at end of year	2017-01-31	$941,267
Total plan assets at beginning of year	2017-01-31	$833,627
Value of fidelity bond covering the plan	2017-01-31	$200,000
Expenses. Other expenses not covered elsewhere	2017-01-31	$145
Other income received	2017-01-31	$94,099
Net income (gross income less expenses)	2017-01-31	$107,640
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$941,267
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$833,627
Total contributions received or receivable from employer(s)	2017-01-31	$38,436
2016 : MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources	2016-01-31	$60,163
Expenses. Total of all expenses incurred	2016-01-31	$22,365
Benefits paid (including direct rollovers)	2016-01-31	$22,220
Total plan assets at end of year	2016-01-31	$833,627
Total plan assets at beginning of year	2016-01-31	$795,829
Value of fidelity bond covering the plan	2016-01-31	$200,000
Expenses. Other expenses not covered elsewhere	2016-01-31	$145
Other income received	2016-01-31	$28,773
Net income (gross income less expenses)	2016-01-31	$37,798
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$833,627
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$795,829
Total contributions received or receivable from employer(s)	2016-01-31	$31,390
2015 : MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources	2015-01-31	$70,947
Total plan assets at end of year	2015-01-31	$795,829
Total plan assets at beginning of year	2015-01-31	$724,882
Value of fidelity bond covering the plan	2015-01-31	$200,000
Other income received	2015-01-31	$37,197
Net income (gross income less expenses)	2015-01-31	$70,947
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$795,829
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$724,882
Total contributions received or receivable from employer(s)	2015-01-31	$33,750
2014 : MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources	2014-01-31	$127,485
Total plan assets at end of year	2014-01-31	$724,882
Total plan assets at beginning of year	2014-01-31	$597,397
Other income received	2014-01-31	$94,735
Net income (gross income less expenses)	2014-01-31	$127,485
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$724,882
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$597,397
Total contributions received or receivable from employer(s)	2014-01-31	$32,750
2013 : MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources	2013-01-31	$85,843
Total plan assets at end of year	2013-01-31	$597,397
Total plan assets at beginning of year	2013-01-31	$511,554
Assets. Value of loans (other than to participants)	2013-01-31	$5,000
Other income received	2013-01-31	$57,943
Net income (gross income less expenses)	2013-01-31	$85,843
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$597,397
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$511,554
Total contributions received or receivable from employer(s)	2013-01-31	$27,900
2012 : MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources	2012-01-31	$31,800
Total plan assets at end of year	2012-01-31	$511,554
Total plan assets at beginning of year	2012-01-31	$479,754
Assets. Value of loans (other than to participants)	2012-01-31	$5,000
Other income received	2012-01-31	$2,140
Net income (gross income less expenses)	2012-01-31	$31,800
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$511,554
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$479,754
Total contributions received or receivable from employer(s)	2012-01-31	$29,660
2011 : MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-01-31	$76,373
Total plan assets at end of year	2011-01-31	$479,754
Total plan assets at beginning of year	2011-01-31	$403,381
Assets. Value of loans (other than to participants)	2011-01-31	$5,000
Other income received	2011-01-31	$48,916
Net income (gross income less expenses)	2011-01-31	$76,373
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$479,754
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$403,381
Total contributions received or receivable from employer(s)	2011-01-31	$27,457

Form 5500 Responses for MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN

2023: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2023 form 5500 responses
2023-02-01	Type of plan entity	Single employer plan
2023-02-01	Plan funding arrangement – Trust	Yes
2023-02-01	Plan benefit arrangement - Trust	Yes
2022: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-02-01	Type of plan entity	Single employer plan
2022-02-01	Plan funding arrangement – Trust	Yes
2022-02-01	Plan benefit arrangement - Trust	Yes
2021: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-02-01	Type of plan entity	Single employer plan
2021-02-01	Plan funding arrangement – Trust	Yes
2021-02-01	Plan benefit arrangement - Trust	Yes
2020: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-02-01	Type of plan entity	Single employer plan
2020-02-01	Plan funding arrangement – Trust	Yes
2020-02-01	Plan benefit arrangement - Trust	Yes
2019: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: MARC B. FREEDMAN CPA, P.C. MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MARC B. FREEDMAN, CPA, P.C.
Employer identification number (EIN):	133256374
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants