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, Fraser Business Equipment Salary Deferral Plan is a benefit plan reported by William A. Fraser, Inc. D/B/A Fraser Business under EIN 23-1975860 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $13,562,708 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,562,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,562,708
- Net assets (BOY)
- $12,753,036
Income & contributions
- Employer contributions
- $88,564
- Participant contributions
- $823,290
- Total contributions
- $925,696
- Total income / additions
- $2,833,040
Expenses & distributions
- Benefits paid
- $2,013,697
- Administrative expenses
- $9,671
- Total expenses
- $2,023,368
- Net increase / (decrease)
- $809,672