How big is Friedman & Perry, CPA'S' plan?

Friedman & Perry, CPA'S' plan reported $3.7M in assets and 2 participants for 2024.

Original filing (PDF)20251009235652NAL0007578609001

Friedman & Perry, CPA'S

Name: Friedman & Perry, CPA'S — Friedman & Perry, CPA'S, Form 5500 (2024)
Creator: Friedman & Perry, CPA'S
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Friedman & Perry, CPA'S Profit Sharing Plan & Trust

401(k) retirement plan · Friedman & Perry, CPA'S' Friedman & Perry, CPA'S Profit Sharing Plan & Trust held $3.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Friedman & Perry, CPA'S' EIN is 94-3025265.

EIN 94-3025265

Plan number 001

Plan year 2024

ACK ID 20251009235652NAL0007578609001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Friedman & Perry, CPA'S from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Friedman & Perry, CPA'S' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRIEDMAN & PERRY, CPA'S.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score