Fricker'S Usa, LLC 401(K) Plan — Form 5500 plan (Frickers Usa, LLC)

Plain-English plan 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, Fricker'S Usa, LLC 401(K) Plan is a benefit plan reported by Frickers Usa, LLC under EIN 20-5808051 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $4,415,571 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Frickers Usa, LLC
EIN
20-5808051
Plan number
001
Plan type
2
Location
Miamisburg, OH
Latest filing year
2023
Participants
139
End-of-year plan assets
$4,415,571

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20241008115652NAL0009614131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,415,571
Total liabilities (EOY)
$0
Net assets (EOY)
$4,415,571
Net assets (BOY)
$3,508,434

Income & contributions

Employer contributions
$166,495
Participant contributions
$207,566
Total contributions
$374,061
Total income / additions
$991,455

Expenses & distributions

Benefits paid
$56,768
Administrative expenses
$24,478
Total expenses
$84,318
Net increase / (decrease)
$907,137

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cliftonlarsonallen Wealth AdvisorsNONE$14,805not reported in the loaded dataset2023
Ascensus LLCNONE$8,682not reported in the loaded dataset2023

Related Form 5500 pages