The Fredericks Company Employee Benefit Plan — Form 5500 plan (The Fredericks Company)
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, The Fredericks Company Employee Benefit Plan is a benefit plan reported by The Fredericks Company under EIN 23-2234452 and plan number 501. The latest loaded filing year is 2023. The filing reports 31 participants and $66,256 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$34.9KPlan net assets, end of year$34,869
Participants31Covered participants reported
Assets / participant$2.1KComputed: assets ÷ participants$2,137 (computed)
Provider compensation$35.7K4 Schedule C provider row(s)$35,732
- Plan sponsor
- The Fredericks Company
- EIN
- 23-2234452
- Plan number
- 501
- Plan type
- 2
- Location
- Huntingdon Valley, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31 | I, C | 20240724113918NAL0007395459001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$66.3K total assets
Net assets$34.9KLiabilities$31.4K
Full reported line items
Net assets
- Total assets (EOY)
- $66,256
- Total liabilities (EOY)
- $31,387
- Net assets (EOY)
- $34,869
- Net assets (BOY)
- $153,289
Income & contributions
- Employer contributions
- $440,409
- Participant contributions
- $2,401
- Total income / additions
- $444,493
Expenses & distributions
- Benefits paid
- $237,815
- Administrative expenses
- $13,031
- Total expenses
- $562,913
- Net increase / (decrease)
- -$118,420
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
99%
Employer 99%Participant 1%
Total expenses ÷ net assets1614%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets102%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Patriot (The Safegard Group, Inc.) | BROKER | $13,075 | not reported in the loaded dataset | 2023 |
| Meritain Health, An Aetna Company | ADMIN | $13,031 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $7,899 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $1,727 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Fredericks Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Huntingdon Valley, PA
- Patriot (The Safegard Group, Inc.) — Schedule C compensation
- Meritain Health, An Aetna Company — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Connectcare3 — Schedule C compensation