2023 Form 5500 filing — Fritz Enterprises, Inc. 401(K) 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 20241014133609NAL0015013187001) for Fritz Enterprises, Inc. 401(K) Plan, reported by Fritz Enterprises, Inc. under EIN 38-1960773 and plan number 002. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133609NAL0015013187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fritz Enterprises, Inc.
- EIN
- 38-1960773
- Plan number
- 002
- Location
- Trenton, MI
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,876,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,876,135
- Employer contributions
- $386,345
- Participant contributions
- $1,026,913
- Total income / additions
- $5,453,709
- Benefits paid
- $820,368
- Administrative expenses
- $55,218
- Total expenses
- $877,414
- Net increase / (decrease)
- $4,576,295
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial, LLC | INVESTMENT ADVISOR | $42,624 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $7,350 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $5,244 | $0 |