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Original filing (PDF)20230217125016NAL0025261987001
WILLIAM K. FREIENMUTH
Form 5500-SF
FILING_RECEIVED
WILLIAM K FREIENMUTH PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
1
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM K. FREIENMUTH.
Plan sponsor
Name
WILLIAM K. FREIENMUTH
EIN
84-0931787
Address
178 CHOKE CHERRY RD · GOLDEN, CO · 804019613
Phone
(410) 382-8567
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-02-17
Pension benefit codes
2E · Profit-sharing
2T · Default investment account (QDIA)
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 providersRelated plans
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