Plan5500

Fritz Enterprises, Inc. Employees' Retirement Plan — Form 5500 plan (Fritz Enterprises, Inc.)

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, Fritz Enterprises, Inc. Employees' Retirement Plan is a benefit plan reported by Fritz Enterprises, Inc. under EIN 38-1960773 and plan number 001. The latest loaded filing year is 2023. The filing reports 325 participants and $22,876,617 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fritz Enterprises, Inc.
EIN
38-1960773
Plan number
001
Plan type
2
Location
Trenton, MI
Latest filing year
2023
Participants
325
End-of-year plan assets
$22,876,617

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023325H, C20241011113340NAL0022666673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,876,617
Total liabilities (EOY)
$0
Net assets (EOY)
$22,876,617
Net assets (BOY)
$21,154,707

Income & contributions

Employer contributions
$630,307
Total contributions
$630,307
Total income / additions
$3,377,042

Expenses & distributions

Benefits paid
$1,428,952
Administrative expenses
$306,656
Total expenses
$1,735,608
Net increase / (decrease)
$1,641,434

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wwk Advisors LLCNONE$53,290not reported in the loaded dataset2023
Watkins RossNONE$11,464not reported in the loaded dataset2023
Baker Tilly Us, LlpNONE$9,350not reported in the loaded dataset2023

Related Form 5500 pages