Plan5500

Fritz Enterprises, Inc. 401(K) 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. 401(K) Plan is a benefit plan reported by Fritz Enterprises, Inc. under EIN 38-1960773 and plan number 002. The latest loaded filing year is 2023. The filing reports 265 participants and $24,876,135 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
002
Plan type
2
Location
Trenton, MI
Latest filing year
2023
Participants
265
End-of-year plan assets
$24,876,135

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023265H, C20241014133609NAL0015013187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,876,135
Total liabilities (EOY)
$0
Net assets (EOY)
$24,876,135
Net assets (BOY)
$20,299,840

Income & contributions

Employer contributions
$386,345
Participant contributions
$1,026,913
Total contributions
$1,414,504
Total income / additions
$5,453,709

Expenses & distributions

Benefits paid
$820,368
Administrative expenses
$55,218
Total expenses
$877,414
Net increase / (decrease)
$4,576,295

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial, LLCINVESTMENT ADVISOR$42,624not reported in the loaded dataset2023
Baker Tilly Virchow Krause, LlpAUDITOR$7,350not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$5,244$02023

Related Form 5500 pages