Frey Lutz Corp. Retirement Plan — Form 5500 plan (Frey Lutz Corp.)
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, Frey Lutz Corp. Retirement Plan is a benefit plan reported by Frey Lutz Corp. under EIN 23-3046053 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $17,152,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frey Lutz Corp.
- EIN
- 23-3046053
- Plan number
- 001
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $17,152,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241014151026NAL0015176499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,152,079
- Total liabilities (EOY)
- $20,882
- Net assets (EOY)
- $17,131,197
- Net assets (BOY)
- $16,293,610
Income & contributions
- Employer contributions
- $284,831
- Participant contributions
- $601,404
- Total contributions
- $897,519
- Total income / additions
- $3,849,645
Expenses & distributions
- Benefits paid
- $2,923,326
- Administrative expenses
- $85,823
- Total expenses
- $3,012,058
- Net increase / (decrease)
- $837,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fulton Financial Advisors | NONE | $75,023 | $0 | 2023 |
| Rkl, Llp | NONE | $10,800 | not reported in the loaded dataset | 2023 |