401k Plan data: MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN plan

MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN
Plan identification number	002

MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-02-01
002 2022-02-01
002 2021-02-01
002 2020-02-01
002 2019-02-01
002 2018-02-01 MARC B. FREEDMAN
002 2017-02-01 MARC B. FREEDMAN
002 2016-02-01 MARC B. FREEDMAN
002 2015-02-01 MARC B. FREEDMAN
002 2014-02-01 MARC B. FREEDMAN
002 2013-02-01 MARC B. FREEDMAN
002 2012-02-01 MARC B. FREEDMAN
002 2011-02-01 MARC B. FREEDMAN
002 2010-02-01 MARC B. FREEDMAN
002 2009-02-01 MARC B. FREEDMAN

Plan Statistics for MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN

Measure Date Value
2023: MARC B. FREEDMAN CPA, P.C. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 3
Number of participants with account balances 2017-02-01 3
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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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
2010: MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-02-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 3
Number of retired or separated participants receiving benefits 2010-02-01 0
Number of other retired or separated participants entitled to future benefits 2010-02-01 0
Total of all active and inactive participants 2010-02-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-02-01 0
Total participants 2010-02-01 3
2009: MARC B. FREEDMAN CPA, P.C. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	3
Number of participants with account balances	2017-02-01	3
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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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
2010: MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-02-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	3
Number of retired or separated participants receiving benefits	2010-02-01	0
Number of other retired or separated participants entitled to future benefits	2010-02-01	0
Total of all active and inactive participants	2010-02-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-02-01	0
Total participants	2010-02-01	3
2009: MARC B. FREEDMAN CPA, P.C. PROFIT SHARING 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. PROFIT SHARING PLAN

Measure	Date	Value
2024 : MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2024 401k financial data
Total income from all sources	2024-01-31	$535,132
Expenses. Total of all expenses incurred	2024-01-31	$39,276
Benefits paid (including direct rollovers)	2024-01-31	$39,276
Total plan assets at end of year	2024-01-31	$1,377,967
Total plan assets at beginning of year	2024-01-31	$882,111
Value of fidelity bond covering the plan	2024-01-31	$400,000
Other income received	2024-01-31	$194,205
Net income (gross income less expenses)	2024-01-31	$495,856
Net plan assets at end of year (total assets less liabilities)	2024-01-31	$1,377,967
Net plan assets at beginning of year (total assets less liabilities)	2024-01-31	$882,111
Total contributions received or receivable from employer(s)	2024-01-31	$340,927
2023 : MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-01-31	$-121,653
Expenses. Total of all expenses incurred	2023-01-31	$43,810
Benefits paid (including direct rollovers)	2023-01-31	$43,810
Total plan assets at end of year	2023-01-31	$882,111
Total plan assets at beginning of year	2023-01-31	$1,047,574
Value of fidelity bond covering the plan	2023-01-31	$400,000
Other income received	2023-01-31	$-142,953
Net income (gross income less expenses)	2023-01-31	$-165,463
Net plan assets at end of year (total assets less liabilities)	2023-01-31	$882,111
Net plan assets at beginning of year (total assets less liabilities)	2023-01-31	$1,047,574
Total contributions received or receivable from employer(s)	2023-01-31	$21,300
2022 : MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-01-31	$242,893
Expenses. Total of all expenses incurred	2022-01-31	$36,704
Benefits paid (including direct rollovers)	2022-01-31	$36,704
Total plan assets at end of year	2022-01-31	$1,047,574
Total plan assets at beginning of year	2022-01-31	$841,385
Value of fidelity bond covering the plan	2022-01-31	$400,000
Other income received	2022-01-31	$218,225
Net income (gross income less expenses)	2022-01-31	$206,189
Net plan assets at end of year (total assets less liabilities)	2022-01-31	$1,047,574
Net plan assets at beginning of year (total assets less liabilities)	2022-01-31	$841,385
Total contributions received or receivable from employer(s)	2022-01-31	$24,668
2021 : MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-01-31	$173,724
Expenses. Total of all expenses incurred	2021-01-31	$3,531
Benefits paid (including direct rollovers)	2021-01-31	$3,438
Total plan assets at end of year	2021-01-31	$841,385
Total plan assets at beginning of year	2021-01-31	$671,192
Value of fidelity bond covering the plan	2021-01-31	$400,000
Expenses. Other expenses not covered elsewhere	2021-01-31	$93
Other income received	2021-01-31	$144,022
Net income (gross income less expenses)	2021-01-31	$170,193
Net plan assets at end of year (total assets less liabilities)	2021-01-31	$841,385
Net plan assets at beginning of year (total assets less liabilities)	2021-01-31	$671,192
Total contributions received or receivable from employer(s)	2021-01-31	$29,702
2020 : MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-01-31	$184,939
Expenses. Total of all expenses incurred	2020-01-31	$26,474
Benefits paid (including direct rollovers)	2020-01-31	$26,473
Total plan assets at end of year	2020-01-31	$671,192
Total plan assets at beginning of year	2020-01-31	$512,727
Value of fidelity bond covering the plan	2020-01-31	$400,000
Expenses. Other expenses not covered elsewhere	2020-01-31	$1
Other income received	2020-01-31	$132,643
Net income (gross income less expenses)	2020-01-31	$158,465
Net plan assets at end of year (total assets less liabilities)	2020-01-31	$671,192
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$512,727
Total contributions received or receivable from employer(s)	2020-01-31	$52,296
2019 : MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-01-31	$23,379
Expenses. Total of all expenses incurred	2019-01-31	$14,689
Benefits paid (including direct rollovers)	2019-01-31	$14,658
Total plan assets at end of year	2019-01-31	$512,727
Total plan assets at beginning of year	2019-01-31	$504,037
Value of fidelity bond covering the plan	2019-01-31	$400,000
Expenses. Other expenses not covered elsewhere	2019-01-31	$31
Other income received	2019-01-31	$-9,632
Net income (gross income less expenses)	2019-01-31	$8,690
Net plan assets at end of year (total assets less liabilities)	2019-01-31	$512,727
Net plan assets at beginning of year (total assets less liabilities)	2019-01-31	$504,037
Total contributions received or receivable from employer(s)	2019-01-31	$33,011
2018 : MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-01-31	$114,578
Expenses. Total of all expenses incurred	2018-01-31	$11,412
Benefits paid (including direct rollovers)	2018-01-31	$11,350
Total plan assets at end of year	2018-01-31	$504,037
Total plan assets at beginning of year	2018-01-31	$400,871
Value of fidelity bond covering the plan	2018-01-31	$400,000
Other income received	2018-01-31	$84,049
Net income (gross income less expenses)	2018-01-31	$103,166
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$504,037
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$400,871
Total contributions received or receivable from employer(s)	2018-01-31	$30,529
Expenses. Administrative service providers (salaries,fees and commissions)	2018-01-31	$62
2017 : MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-01-31	$65,941
Expenses. Total of all expenses incurred	2017-01-31	$10,310
Benefits paid (including direct rollovers)	2017-01-31	$10,250
Total plan assets at end of year	2017-01-31	$400,871
Total plan assets at beginning of year	2017-01-31	$345,240
Value of fidelity bond covering the plan	2017-01-31	$400,000
Expenses. Other expenses not covered elsewhere	2017-01-31	$60
Other income received	2017-01-31	$38,971
Net income (gross income less expenses)	2017-01-31	$55,631
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$400,871
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$345,240
Total contributions received or receivable from employer(s)	2017-01-31	$26,970
2016 : MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-01-31	$39,620
Expenses. Total of all expenses incurred	2016-01-31	$8,837
Benefits paid (including direct rollovers)	2016-01-31	$8,780
Total plan assets at end of year	2016-01-31	$345,240
Total plan assets at beginning of year	2016-01-31	$314,457
Value of fidelity bond covering the plan	2016-01-31	$400,000
Expenses. Other expenses not covered elsewhere	2016-01-31	$57
Other income received	2016-01-31	$11,369
Net income (gross income less expenses)	2016-01-31	$30,783
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$345,240
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$314,457
Total contributions received or receivable from employer(s)	2016-01-31	$28,251
2015 : MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-01-31	$22,245
Total plan assets at end of year	2015-01-31	$314,457
Total plan assets at beginning of year	2015-01-31	$292,212
Value of fidelity bond covering the plan	2015-01-31	$400,000
Other income received	2015-01-31	$14,995
Net income (gross income less expenses)	2015-01-31	$22,245
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$314,457
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$292,212
Total contributions received or receivable from employer(s)	2015-01-31	$7,250
2014 : MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-01-31	$63,300
Total plan assets at end of year	2014-01-31	$292,212
Total plan assets at beginning of year	2014-01-31	$228,912
Other income received	2014-01-31	$36,300
Net income (gross income less expenses)	2014-01-31	$63,300
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$292,212
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$228,912
Total contributions received or receivable from employer(s)	2014-01-31	$27,000
2013 : MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-01-31	$29,054
Total plan assets at end of year	2013-01-31	$228,912
Total plan assets at beginning of year	2013-01-31	$199,858
Other income received	2013-01-31	$20,684
Net income (gross income less expenses)	2013-01-31	$29,054
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$228,912
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$199,858
Total contributions received or receivable from employer(s)	2013-01-31	$8,370
2012 : MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-01-31	$20,389
Total plan assets at end of year	2012-01-31	$199,858
Total plan assets at beginning of year	2012-01-31	$179,469
Other income received	2012-01-31	$813
Net income (gross income less expenses)	2012-01-31	$20,389
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$199,858
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$179,469
Total contributions received or receivable from employer(s)	2012-01-31	$19,576
2011 : MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-01-31	$28,540
Total plan assets at end of year	2011-01-31	$179,469
Total plan assets at beginning of year	2011-01-31	$150,929
Other income received	2011-01-31	$18,930
Net income (gross income less expenses)	2011-01-31	$28,540
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$179,469
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$150,929
Total contributions received or receivable from employer(s)	2011-01-31	$9,610

Form 5500 Responses for MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN

2023: MARC B. FREEDMAN CPA, P.C. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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. PROFIT SHARING 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
2010: MARC B. FREEDMAN CPA, P.C. PROFIT SHARING PLAN 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: MARC B. FREEDMAN CPA, P.C. PROFIT SHARING 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