Plan5500

Friedkin Savings And Investment Plan — Form 5500 plan (The Friedkin Group, 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, Friedkin Savings And Investment Plan is a benefit plan reported by The Friedkin Group, Inc. under EIN 27-5549425 and plan number 333. The latest loaded filing year is 2023. The filing reports 3,648 participants and $359,632,360 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$359.6MPlan net assets, end of year$359,632,360
Participants3.6KCovered participants reported3,648
Assets / participant$98.6KComputed: assets ÷ participants$98,583 (computed)
Provider compensation$45.1K1 Schedule C provider row(s)$45,052
Plan sponsor
The Friedkin Group, Inc.
EIN
27-5549425
Plan number
333
Plan type
3
Location
Houston, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    3,648 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$359.6M total assets
Net assets$359.6MLiabilities$0
Money in vs. money out
Total income / additions$88.7M
Total expenses$36.3M
Benefits paid / distributions$36.2M
Contributions
Employer$10.1M
Participant$19.7M
Full reported line items

Net assets

Total assets (EOY)
$359,632,360
Total liabilities (EOY)
$0
Net assets (EOY)
$359,632,360
Net assets (BOY)
$307,251,305

Income & contributions

Employer contributions
$10,106,922
Participant contributions
$19,741,548
Total contributions
$31,493,324
Total income / additions
$88,681,304

Expenses & distributions

Benefits paid
$36,222,940
Administrative expenses
$45,052
Total expenses
$36,300,249
Net increase / (decrease)
$52,381,055
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$45.1K
    RECORDKEEPER · Direct $45.1K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Friedkin Savings And Investment Plan?
Friedkin Savings And Investment Plan is reported as sponsored by The Friedkin Group, Inc. (EIN 27-5549425, plan number 333) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Friedkin Savings And Investment Plan?
The latest Form 5500 filing year loaded for Friedkin Savings And Investment Plan is 2023.
How many participants does Friedkin Savings And Investment Plan report?
Friedkin Savings And Investment Plan reports 3,648 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Friedkin Savings And Investment Plan?
Friedkin Savings And Investment Plan reports $359,632,360 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages