Fritz Industries, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Fritz Industries, Inc. under EIN 75-1083407 and plan number 002. The latest loaded filing year is 2023. The filing reports 291 participants and $75,536,081 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
002
Plan type
2
Location
Mesquite, TX
Latest filing year
2023
Participants
291
End-of-year plan assets
$75,536,081

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023291H20241015105549NAL0014438035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,536,081
Total liabilities (EOY)
$23,039,337
Net assets (EOY)
$52,496,744
Net assets (BOY)
$44,707,044

Income & contributions

Employer contributions
$2,535,811
Total contributions
$2,535,811
Total income / additions
$11,116,373

Expenses & distributions

Benefits paid
$2,479,762
Administrative expenses
$0
Total expenses
$3,326,673
Net increase / (decrease)
$7,789,700

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages