Friedman, Rodman & Frank, P.A.
Plan context: Friedman, Rodman & Frank, P.A. 401K Plan and Tru
EIN 59-2816886 • Miami, FL • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
49
2024 Assets
$9,968,653
2024 Contributions
$641,218
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 49 | $9,968,653 | $641,218 | $13,086iApproximate average salary by contribution assumption: employee only about $327,152 at 4% or $218,101 at 6%; with 50% employer match about $218,101 at 4% or $145,401 at 6%; with 100% employer match about $163,576 at 4% or $109,051 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 49 | $8,435,861 | $302,228 | $6,168iApproximate average salary by contribution assumption: employee only about $154,198 at 4% or $102,799 at 6%; with 50% employer match about $102,799 at 4% or $68,532 at 6%; with 100% employer match about $77,099 at 4% or $51,399 at 6%. |
| FRIEDMAN, RODMAN & FRANK, P.A. CASH BALANCE PENSION PLAN | - | 32 | $1,532,792 | $338,990 | $10,593iApproximate average salary by contribution assumption: employee only about $264,836 at 4% or $176,557 at 6%; with 50% employer match about $176,557 at 4% or $117,705 at 6%; with 100% employer match about $132,418 at 4% or $88,279 at 6%. |
| 2023 | 2 | 46 | $8,422,288 | $636,211 | $13,831iApproximate average salary by contribution assumption: employee only about $345,767 at 4% or $230,511 at 6%; with 50% employer match about $230,511 at 4% or $153,674 at 6%; with 100% employer match about $172,883 at 4% or $115,256 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 46 | $7,232,852 | $356,211 | $7,744iApproximate average salary by contribution assumption: employee only about $193,593 at 4% or $129,062 at 6%; with 50% employer match about $129,062 at 4% or $86,041 at 6%; with 100% employer match about $96,796 at 4% or $64,531 at 6%. |
| FRIEDMAN, RODMAN & FRANK, P.A. CASH BALANCE PENSION PLAN | - | 29 | $1,189,436 | $280,000 | $9,655iApproximate average salary by contribution assumption: employee only about $241,379 at 4% or $160,920 at 6%; with 50% employer match about $160,920 at 4% or $107,280 at 6%; with 100% employer match about $120,690 at 4% or $80,460 at 6%. |
| 2022 | 2 | 43 | $6,483,993 | $578,505 | $13,454iApproximate average salary by contribution assumption: employee only about $336,340 at 4% or $224,227 at 6%; with 50% employer match about $224,227 at 4% or $149,484 at 6%; with 100% employer match about $168,170 at 4% or $112,113 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 43 | $5,621,970 | $298,505 | $6,942iApproximate average salary by contribution assumption: employee only about $173,549 at 4% or $115,700 at 6%; with 50% employer match about $115,700 at 4% or $77,133 at 6%; with 100% employer match about $86,775 at 4% or $57,850 at 6%. |
| FRIEDMAN, RODMAN & FRANK, P. A. CASH BALANCE PENSION PLAN | - | 25 | $862,023 | $280,000 | $11,200iApproximate average salary by contribution assumption: employee only about $280,000 at 4% or $186,667 at 6%; with 50% employer match about $186,667 at 4% or $124,444 at 6%; with 100% employer match about $140,000 at 4% or $93,333 at 6%. |
| 2021 | 2 | 42 | $7,260,559 | $536,348 | $12,770iApproximate average salary by contribution assumption: employee only about $319,255 at 4% or $212,837 at 6%; with 50% employer match about $212,837 at 4% or $141,891 at 6%; with 100% employer match about $159,627 at 4% or $106,418 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 42 | $6,666,618 | $256,348 | $6,104iApproximate average salary by contribution assumption: employee only about $152,588 at 4% or $101,725 at 6%; with 50% employer match about $101,725 at 4% or $67,817 at 6%; with 100% employer match about $76,294 at 4% or $50,863 at 6%. |
| FRIEDMAN, RODMAN & FRANK, P. A. CASH BALANCE PENSION PLAN | - | 22 | $593,941 | $280,000 | $12,727iApproximate average salary by contribution assumption: employee only about $318,182 at 4% or $212,121 at 6%; with 50% employer match about $212,121 at 4% or $141,414 at 6%; with 100% employer match about $159,091 at 4% or $106,061 at 6%. |
| 2020 | 2 | 41 | $5,676,143 | $478,317 | $11,666iApproximate average salary by contribution assumption: employee only about $291,657 at 4% or $194,438 at 6%; with 50% employer match about $194,438 at 4% or $129,625 at 6%; with 100% employer match about $145,828 at 4% or $97,219 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 41 | $5,361,143 | $163,317 | $3,983iApproximate average salary by contribution assumption: employee only about $99,584 at 4% or $66,389 at 6%; with 50% employer match about $66,389 at 4% or $44,259 at 6%; with 100% employer match about $49,792 at 4% or $33,195 at 6%. |
| FRIEDMAN, RODMAN & FRANK, P. A. CASH BALANCE PENSION PLAN | - | 23 | $315,000 | $315,000 | $13,696iApproximate average salary by contribution assumption: employee only about $342,391 at 4% or $228,261 at 6%; with 50% employer match about $228,261 at 4% or $152,174 at 6%; with 100% employer match about $171,196 at 4% or $114,130 at 6%. |
| 2019 | 1 | 34 | $4,136,552 | $147,365 | $4,334iApproximate average salary by contribution assumption: employee only about $108,357 at 4% or $72,238 at 6%; with 50% employer match about $72,238 at 4% or $48,158 at 6%; with 100% employer match about $54,178 at 4% or $36,119 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 34 | $4,136,552 | $147,365 | $4,334iApproximate average salary by contribution assumption: employee only about $108,357 at 4% or $72,238 at 6%; with 50% employer match about $72,238 at 4% or $48,158 at 6%; with 100% employer match about $54,178 at 4% or $36,119 at 6%. |
| 2018 | 1 | 31 | $3,102,297 | $199,852 | $6,447iApproximate average salary by contribution assumption: employee only about $161,171 at 4% or $107,447 at 6%; with 50% employer match about $107,447 at 4% or $71,632 at 6%; with 100% employer match about $80,585 at 4% or $53,724 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 31 | $3,102,297 | $199,852 | $6,447iApproximate average salary by contribution assumption: employee only about $161,171 at 4% or $107,447 at 6%; with 50% employer match about $107,447 at 4% or $71,632 at 6%; with 100% employer match about $80,585 at 4% or $53,724 at 6%. |
| 2017 | 1 | 37 | $3,215,989 | $182,404 | $4,930iApproximate average salary by contribution assumption: employee only about $123,246 at 4% or $82,164 at 6%; with 50% employer match about $82,164 at 4% or $54,776 at 6%; with 100% employer match about $61,623 at 4% or $41,082 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 37 | $3,215,989 | $182,404 | $4,930iApproximate average salary by contribution assumption: employee only about $123,246 at 4% or $82,164 at 6%; with 50% employer match about $82,164 at 4% or $54,776 at 6%; with 100% employer match about $61,623 at 4% or $41,082 at 6%. |
| 2016 | 1 | 37 | $2,647,882 | $179,229 | $4,844iApproximate average salary by contribution assumption: employee only about $121,101 at 4% or $80,734 at 6%; with 50% employer match about $80,734 at 4% or $53,823 at 6%; with 100% employer match about $60,550 at 4% or $40,367 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 37 | $2,647,882 | $179,229 | $4,844iApproximate average salary by contribution assumption: employee only about $121,101 at 4% or $80,734 at 6%; with 50% employer match about $80,734 at 4% or $53,823 at 6%; with 100% employer match about $60,550 at 4% or $40,367 at 6%. |
| 2015 | 1 | 36 | $2,376,451 | $165,295 | $4,592iApproximate average salary by contribution assumption: employee only about $114,788 at 4% or $76,525 at 6%; with 50% employer match about $76,525 at 4% or $51,017 at 6%; with 100% employer match about $57,394 at 4% or $38,263 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 36 | $2,376,451 | $165,295 | $4,592iApproximate average salary by contribution assumption: employee only about $114,788 at 4% or $76,525 at 6%; with 50% employer match about $76,525 at 4% or $51,017 at 6%; with 100% employer match about $57,394 at 4% or $38,263 at 6%. |
| 2014 | 1 | 34 | $2,334,156 | $166,262 | $4,890iApproximate average salary by contribution assumption: employee only about $122,251 at 4% or $81,501 at 6%; with 50% employer match about $81,501 at 4% or $54,334 at 6%; with 100% employer match about $61,126 at 4% or $40,750 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 34 | $2,334,156 | $166,262 | $4,890iApproximate average salary by contribution assumption: employee only about $122,251 at 4% or $81,501 at 6%; with 50% employer match about $81,501 at 4% or $54,334 at 6%; with 100% employer match about $61,126 at 4% or $40,750 at 6%. |
| 2013 | 1 | 34 | $2,011,516 | $164,116 | $4,827iApproximate average salary by contribution assumption: employee only about $120,674 at 4% or $80,449 at 6%; with 50% employer match about $80,449 at 4% or $53,633 at 6%; with 100% employer match about $60,337 at 4% or $40,225 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 34 | $2,011,516 | $164,116 | $4,827iApproximate average salary by contribution assumption: employee only about $120,674 at 4% or $80,449 at 6%; with 50% employer match about $80,449 at 4% or $53,633 at 6%; with 100% employer match about $60,337 at 4% or $40,225 at 6%. |
| 2012 | 1 | 32 | $1,685,418 | $160,462 | $5,014iApproximate average salary by contribution assumption: employee only about $125,361 at 4% or $83,574 at 6%; with 50% employer match about $83,574 at 4% or $55,716 at 6%; with 100% employer match about $62,680 at 4% or $41,787 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 32 | $1,685,418 | $160,462 | $5,014iApproximate average salary by contribution assumption: employee only about $125,361 at 4% or $83,574 at 6%; with 50% employer match about $83,574 at 4% or $55,716 at 6%; with 100% employer match about $62,680 at 4% or $41,787 at 6%. |
| 2011 | 1 | 31 | $1,471,829 | $210,837 | $6,801iApproximate average salary by contribution assumption: employee only about $170,030 at 4% or $113,353 at 6%; with 50% employer match about $113,353 at 4% or $75,569 at 6%; with 100% employer match about $85,015 at 4% or $56,677 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 31 | $1,471,829 | $210,837 | $6,801iApproximate average salary by contribution assumption: employee only about $170,030 at 4% or $113,353 at 6%; with 50% employer match about $113,353 at 4% or $75,569 at 6%; with 100% employer match about $85,015 at 4% or $56,677 at 6%. |
| 2010 | 1 | 33 | $1,280,559 | $327,084 | $9,912iApproximate average salary by contribution assumption: employee only about $247,791 at 4% or $165,194 at 6%; with 50% employer match about $165,194 at 4% or $110,129 at 6%; with 100% employer match about $123,895 at 4% or $82,597 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 33 | $1,280,559 | $327,084 | $9,912iApproximate average salary by contribution assumption: employee only about $247,791 at 4% or $165,194 at 6%; with 50% employer match about $165,194 at 4% or $110,129 at 6%; with 100% employer match about $123,895 at 4% or $82,597 at 6%. |
| 2009 | 1 | 32 | $819,032 | $161,377 | $5,043iApproximate average salary by contribution assumption: employee only about $126,076 at 4% or $84,051 at 6%; with 50% employer match about $84,051 at 4% or $56,034 at 6%; with 100% employer match about $63,038 at 4% or $42,025 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 32 | $819,032 | $161,377 | $5,043iApproximate average salary by contribution assumption: employee only about $126,076 at 4% or $84,051 at 6%; with 50% employer match about $84,051 at 4% or $56,034 at 6%; with 100% employer match about $63,038 at 4% or $42,025 at 6%. |
| 2008 | 1 | 14 | $664,317 | $153,000 | $10,929iApproximate average salary by contribution assumption: employee only about $273,214 at 4% or $182,143 at 6%; with 50% employer match about $182,143 at 4% or $121,429 at 6%; with 100% employer match about $136,607 at 4% or $91,071 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 14 | $664,317 | $153,000 | $10,929iApproximate average salary by contribution assumption: employee only about $273,214 at 4% or $182,143 at 6%; with 50% employer match about $182,143 at 4% or $121,429 at 6%; with 100% employer match about $136,607 at 4% or $91,071 at 6%. |
| 2007 | 1 | 19 | $0 | $0 | - |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 19 | - | - | - |
| 2006 | 1 | 16 | $514,785 | $158,412 | $9,901iApproximate average salary by contribution assumption: employee only about $247,519 at 4% or $165,013 at 6%; with 50% employer match about $165,013 at 4% or $110,008 at 6%; with 100% employer match about $123,759 at 4% or $82,506 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 16 | $514,785 | $158,412 | $9,901iApproximate average salary by contribution assumption: employee only about $247,519 at 4% or $165,013 at 6%; with 50% employer match about $165,013 at 4% or $110,008 at 6%; with 100% employer match about $123,759 at 4% or $82,506 at 6%. |
| 2005 | 1 | 15 | $261,715 | $186,884 | $12,459iApproximate average salary by contribution assumption: employee only about $311,473 at 4% or $207,649 at 6%; with 50% employer match about $207,649 at 4% or $138,433 at 6%; with 100% employer match about $155,737 at 4% or $103,824 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 15 | $261,715 | $186,884 | $12,459iApproximate average salary by contribution assumption: employee only about $311,473 at 4% or $207,649 at 6%; with 50% employer match about $207,649 at 4% or $138,433 at 6%; with 100% employer match about $155,737 at 4% or $103,824 at 6%. |
| 2004 | 1 | 15 | $74,170 | $74,170 | $4,945iApproximate average salary by contribution assumption: employee only about $123,617 at 4% or $82,411 at 6%; with 50% employer match about $82,411 at 4% or $54,941 at 6%; with 100% employer match about $61,808 at 4% or $41,206 at 6%. |
| Friedman, Rodman & Frank, P.A. 401K Plan and Tru | - | 15 | $74,170 | $74,170 | $4,945iApproximate average salary by contribution assumption: employee only about $123,617 at 4% or $82,411 at 6%; with 50% employer match about $82,411 at 4% or $54,941 at 6%; with 100% employer match about $61,808 at 4% or $41,206 at 6%. |