2023 Form 5500 filing — Frey Lutz Corp. Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014151026NAL0015176499001) for Frey Lutz Corp. Retirement Plan, reported by Frey Lutz Corp. under EIN 23-3046053 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151026NAL0015176499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frey Lutz Corp.
- EIN
- 23-3046053
- Plan number
- 001
- Location
- Lancaster, PA
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,152,079
- Total liabilities (EOY)
- $20,882
- Net assets (EOY)
- $17,131,197
- Employer contributions
- $284,831
- Participant contributions
- $601,404
- Total income / additions
- $3,849,645
- Benefits paid
- $2,923,326
- Administrative expenses
- $85,823
- Total expenses
- $3,012,058
- Net increase / (decrease)
- $837,587
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fulton Financial Advisors | NONE | $75,023 | $0 |
| Rkl, Llp | NONE | $10,800 | not reported in the loaded dataset |