2023 Form 5500 filing — Fritz Enterprises, Inc. Employees' Retirement 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 20241011113340NAL0022666673001) for Fritz Enterprises, Inc. Employees' Retirement Plan, reported by Fritz Enterprises, Inc. under EIN 38-1960773 and plan number 001. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011113340NAL0022666673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fritz Enterprises, Inc.
- EIN
- 38-1960773
- Plan number
- 001
- Location
- Trenton, MI
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,876,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,876,617
- Employer contributions
- $630,307
- Total income / additions
- $3,377,042
- Benefits paid
- $1,428,952
- Administrative expenses
- $306,656
- Total expenses
- $1,735,608
- Net increase / (decrease)
- $1,641,434
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wwk Advisors LLC | NONE | $53,290 | not reported in the loaded dataset |
| Watkins Ross | NONE | $11,464 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $9,350 | not reported in the loaded dataset |