Fraser Industries Union Employees 401(K) — Form 5500 plan (Fraser Industries)
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 Industries Union Employees 401(K) is a benefit plan reported by Fraser Industries under EIN 27-1970821 and plan number 002. The latest loaded filing year is 2023. The filing reports 185 participants and $2,784,661 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fraser Industries
- EIN
- 27-1970821
- Plan number
- 002
- Plan type
- 2
- Location
- Superior, WI
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $2,784,661
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241004145029NAL0006789667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,784,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,784,661
- Net assets (BOY)
- $2,251,827
Income & contributions
- Employer contributions
- $261,179
- Participant contributions
- $250,795
- Total contributions
- $585,153
- Total income / additions
- $1,024,900
Expenses & distributions
- Benefits paid
- $394,262
- Administrative expenses
- $40,288
- Total expenses
- $434,550
- Net increase / (decrease)
- $590,350
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $22,055 | $0 | 2023 |
| Wipfli Cpas | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Prime Capital Investment | NONE | $8,233 | not reported in the loaded dataset | 2023 |