Fritz Industries, Inc. 401(K) Retirement Plan — Form 5500 plan (Fritz Industries, 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 Industries, Inc. 401(K) Retirement Plan is a benefit plan reported by Fritz Industries, Inc. under EIN 75-1083407 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $21,886,846 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fritz Industries, Inc.
EIN
75-1083407
Plan number
001
Plan type
2
Location
Mesquite, TX
Latest filing year
2023
Participants
245
End-of-year plan assets
$21,886,846

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023245H, C20241014102133NAL0014762515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,886,846
Total liabilities (EOY)
$0
Net assets (EOY)
$21,886,846
Net assets (BOY)
$18,677,163

Income & contributions

Employer contributions
$210,717
Participant contributions
$831,049
Total contributions
$1,053,480
Total income / additions
$4,248,663

Expenses & distributions

Benefits paid
$989,624
Administrative expenses
$658
Total expenses
$1,038,980
Net increase / (decrease)
$3,209,683

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jpmorgan Invest Holdings LLCRECORDKEEPER$658$02023

Related Form 5500 pages