Friesen Group 401k Plan — Form 5500 plan (Friesen 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, Friesen Group 401k Plan is a benefit plan reported by Friesen Group Inc. under EIN 68-0131857 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $11,524,669 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Friesen Group Inc.
- EIN
- 68-0131857
- Plan number
- 001
- Plan type
- 2
- Location
- Redding, CA
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $11,524,669
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241007190012NAL0007870419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,524,669
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,524,669
- Net assets (BOY)
- $11,683,074
Income & contributions
- Employer contributions
- $208,473
- Participant contributions
- $558,224
- Total contributions
- $766,697
- Total income / additions
- $2,552,989
Expenses & distributions
- Benefits paid
- $2,708,188
- Administrative expenses
- $3,206
- Total expenses
- $2,711,394
- Net increase / (decrease)
- -$158,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $37,586 | not reported in the loaded dataset | 2023 |