2023 Form 5500 filing — Fraser Business Equipment Salary Deferral Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240212144112NAL0005789715001) for Fraser Business Equipment Salary Deferral Plan, reported by William A. Fraser, Inc. D/B/A Fraser Business under EIN 23-1975860 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240212144112NAL0005789715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William A. Fraser, Inc. D/B/A Fraser Business
- EIN
- 23-1975860
- Plan number
- 001
- Location
- Reading, PA
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,562,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,562,708
- Employer contributions
- $88,564
- Participant contributions
- $823,290
- Total income / additions
- $2,833,040
- Benefits paid
- $2,013,697
- Administrative expenses
- $9,671
- Total expenses
- $2,023,368
- Net increase / (decrease)
- $809,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cornerstone Advisors Asset Mgmt | INVESTMENT ADVISORY | $0 | $32,382 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,697 | $0 |