Frit, Inc & Affiliated Companies Employee Savings Plan — Form 5500 plan (Frit, 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, Frit, Inc & Affiliated Companies Employee Savings Plan is a benefit plan reported by Frit, Inc. under EIN 63-1005450 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $9,113,651 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.1MPlan net assets, end of year$9,113,651
Participants150Covered participants reported
Assets / participant$60.8KComputed: assets ÷ participants$60,758 (computed)
Provider compensation$37.3K2 Schedule C provider row(s)$37,347
Plan sponsor
Frit, Inc.
EIN
63-1005450
Plan number
001
Plan type
2
Location
Ozark, AL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20241009101042NAL0018992385001
Schedule H · 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)$9.1M total assets
Net assets$9.1MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$1M
Benefits paid / distributions$982.5K
Contributions
Employer$322.6K
Participant$387.7K
Full reported line items

Net assets

Total assets (EOY)
$9,113,651
Total liabilities (EOY)
$0
Net assets (EOY)
$9,113,651
Net assets (BOY)
$8,242,423

Income & contributions

Employer contributions
$322,629
Participant contributions
$387,687
Total contributions
$710,316
Total income / additions
$1,891,439

Expenses & distributions

Benefits paid
$982,476
Administrative expenses
$37,735
Total expenses
$1,020,211
Net increase / (decrease)
$871,228
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.

Contribution share (employer vs. participant)
Employer 45%Participant 55%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income52%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$20,430$02023
One Digital Investment AdvisorsNONE$16,917not reported in the loaded dataset2023

Related Form 5500 pages