Original filing (PDF)20250612072603NAL0016246977001

PAUL D. FRIEDMAN, P.A.

Name: PAUL D. FRIEDMAN, P.A. — PAUL D. FRIEDMAN, P.A. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PAUL D. FRIEDMAN, P.A.

Form 5500-SF

FILING_RECEIVED

PAUL D. FRIEDMAN, P.A. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAUL D. FRIEDMAN, P.A..

Plan sponsor

Name

PAUL D. FRIEDMAN, P.A.

EIN

65-0768291

Address

5401 OAK LANE · CORAL GALBES, FL · 33156

Phone

(305) 377-4100

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

GALE LEGAL GROUP PLLC

GALE & MCALLISTER PLLC 401(K) PLAN

$1.3M · 22 participants

CHRISTINA PENDLETON & ASSOCIATES P. C

CHRISTINA PENDLETON AND ASSOCIATES 401(K) PLAN

$1.3M · 29 participants

BELOIN, BROWN, BLUM & BAER, LLC

BELOIN, BROWN, BLUM & BAER, LLC 401K PROFIT SHARING PLAN

$1.3M · 5 participants

WESTERVELT, JOHNSON, NICOLL & KELLER, LLC

WESTERVELT, JOHNSON, NICOLL & KELLER, LLC 401(K) RETIREMENT PLAN

$1.3M · 13 participants

HEAD, JOHNSON, KACHIGIAN & WILKINSO