Civic Intelligence

Friedman Financial LLC

Plan context: Friedman Financial LLC 401(K) Plan

EIN 81-3334448 • Berwyn, PA • 9 filings • 1 plans

1055 Westlakes Dr Ste 305Berwyn, PA 19312-2404
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,498,249

2025 Contributions

$174,986

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,498,249$749,125$0201720212025YearValue
$1,498,249Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

530201720212025YearValue
4Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202514$1,498,249$174,986$43,747iApproximate average salary by contribution assumption: employee only about $1,093,663 at 4% or $729,108 at 6%; with 50% employer match about $729,108 at 4% or $486,072 at 6%; with 100% employer match about $546,831 at 4% or $364,554 at 6%.
Friedman Financial LLC 401(K) Plan-4$1,498,249$174,986$43,747iApproximate average salary by contribution assumption: employee only about $1,093,663 at 4% or $729,108 at 6%; with 50% employer match about $729,108 at 4% or $486,072 at 6%; with 100% employer match about $546,831 at 4% or $364,554 at 6%.
202415$1,289,948$160,217$32,043iApproximate average salary by contribution assumption: employee only about $801,085 at 4% or $534,057 at 6%; with 50% employer match about $534,057 at 4% or $356,038 at 6%; with 100% employer match about $400,543 at 4% or $267,028 at 6%.
Friedman Financial LLC 401(K) Plan-5$1,289,948$160,217$32,043iApproximate average salary by contribution assumption: employee only about $801,085 at 4% or $534,057 at 6%; with 50% employer match about $534,057 at 4% or $356,038 at 6%; with 100% employer match about $400,543 at 4% or $267,028 at 6%.
202313$962,060$132,461$44,154iApproximate average salary by contribution assumption: employee only about $1,103,842 at 4% or $735,894 at 6%; with 50% employer match about $735,894 at 4% or $490,596 at 6%; with 100% employer match about $551,921 at 4% or $367,947 at 6%.
Friedman Financial LLC 401(K) Plan-3$962,060$132,461$44,154iApproximate average salary by contribution assumption: employee only about $1,103,842 at 4% or $735,894 at 6%; with 50% employer match about $735,894 at 4% or $490,596 at 6%; with 100% employer match about $551,921 at 4% or $367,947 at 6%.
202213$689,986$122,952$40,984iApproximate average salary by contribution assumption: employee only about $1,024,600 at 4% or $683,067 at 6%; with 50% employer match about $683,067 at 4% or $455,378 at 6%; with 100% employer match about $512,300 at 4% or $341,533 at 6%.
Friedman Financial LLC 401(K) Plan-3$689,986$122,952$40,984iApproximate average salary by contribution assumption: employee only about $1,024,600 at 4% or $683,067 at 6%; with 50% employer match about $683,067 at 4% or $455,378 at 6%; with 100% employer match about $512,300 at 4% or $341,533 at 6%.
202113$712,605$83,488$27,829iApproximate average salary by contribution assumption: employee only about $695,733 at 4% or $463,822 at 6%; with 50% employer match about $463,822 at 4% or $309,215 at 6%; with 100% employer match about $347,867 at 4% or $231,911 at 6%.
Friedman Financial LLC 401(K) Plan-3$712,605$83,488$27,829iApproximate average salary by contribution assumption: employee only about $695,733 at 4% or $463,822 at 6%; with 50% employer match about $463,822 at 4% or $309,215 at 6%; with 100% employer match about $347,867 at 4% or $231,911 at 6%.
202013$526,486$145,473$48,491iApproximate average salary by contribution assumption: employee only about $1,212,275 at 4% or $808,183 at 6%; with 50% employer match about $808,183 at 4% or $538,789 at 6%; with 100% employer match about $606,138 at 4% or $404,092 at 6%.
Friedman Financial LLC 401(K) Plan-3$526,486$145,473$48,491iApproximate average salary by contribution assumption: employee only about $1,212,275 at 4% or $808,183 at 6%; with 50% employer match about $808,183 at 4% or $538,789 at 6%; with 100% employer match about $606,138 at 4% or $404,092 at 6%.
201913$301,494$116,544$38,848iApproximate average salary by contribution assumption: employee only about $971,200 at 4% or $647,467 at 6%; with 50% employer match about $647,467 at 4% or $431,644 at 6%; with 100% employer match about $485,600 at 4% or $323,733 at 6%.
Friedman Financial LLC 401(K) Plan-3$301,494$116,544$38,848iApproximate average salary by contribution assumption: employee only about $971,200 at 4% or $647,467 at 6%; with 50% employer match about $647,467 at 4% or $431,644 at 6%; with 100% employer match about $485,600 at 4% or $323,733 at 6%.
201813$132,084$71,691$23,897iApproximate average salary by contribution assumption: employee only about $597,425 at 4% or $398,283 at 6%; with 50% employer match about $398,283 at 4% or $265,522 at 6%; with 100% employer match about $298,713 at 4% or $199,142 at 6%.
Friedman Financial LLC 401(K) Plan-3$132,084$71,691$23,897iApproximate average salary by contribution assumption: employee only about $597,425 at 4% or $398,283 at 6%; with 50% employer match about $398,283 at 4% or $265,522 at 6%; with 100% employer match about $298,713 at 4% or $199,142 at 6%.
201713$67,474$60,791$20,264iApproximate average salary by contribution assumption: employee only about $506,592 at 4% or $337,728 at 6%; with 50% employer match about $337,728 at 4% or $225,152 at 6%; with 100% employer match about $253,296 at 4% or $168,864 at 6%.
Friedman Financial LLC 401(K) Plan-3$67,474$60,791$20,264iApproximate average salary by contribution assumption: employee only about $506,592 at 4% or $337,728 at 6%; with 50% employer match about $337,728 at 4% or $225,152 at 6%; with 100% employer match about $253,296 at 4% or $168,864 at 6%.
Friedman Financial LLC | EIN 81-3334448 | 2025 Form 5500 Company Profile