Original filing (PDF)20250422101955NAL0007268384001

FREIBERT CPA GROUP, PLLC

Name: FREIBERT CPA GROUP, PLLC — FREIBERT CPA GROUP PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FREIBERT CPA GROUP, PLLC

Form 5500-SF

FILING_RECEIVED

FREIBERT CPA GROUP PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 FREIBERT CPA GROUP, PLLC.

Plan sponsor

Name

FREIBERT CPA GROUP, PLLC

EIN

81-2842428

Address

220 WEST MAIN ST. SUITE 1870 · LOUISVILLE, KY · 40202

Phone

(502) 584-2007

Industry

CPA 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

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

WILLIAM S COOLEY CPA PC

WILLIAM S COOLEY CPA PC PROFIT SHARING PLAN AND 401 K

$2.0M · 5 participants

HILINE SERVICES LLC

HILINE SERVICES 401(K) PLAN

$2.0M · 46 participants

STEVEN D. SCARBORO, CPA

STEVEN D. SCARBORO, CPA 401(K) PLAN

$2.0M · 5 participants

SWENSON & ASSOCIATES, P.A.

SWENSON & ASSOCIATES, PA 401(K) P/S PLAN

$2.0M · 3 participants

DAVIS & ASSOCIATES CPA FIRM, LTD

DAVIS & ASSOCIATES CPA FIRM 401(K) P/S PLAN

$2.0M · 20 participants