Friedman Industries, Inc. Employees' Retirement & 401(K) Plan — Form 5500 plan (Friedman Industries, Incorporated)

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, Friedman Industries, Inc. Employees' Retirement & 401(K) Plan is a benefit plan reported by Friedman Industries, Incorporated under EIN 74-1504405 and plan number 002. The latest loaded filing year is 2023. The filing reports 204 participants and $9,798,321 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Friedman Industries, Incorporated
EIN
74-1504405
Plan number
002
Plan type
2
Location
Longview, TX
Latest filing year
2023
Participants
204
End-of-year plan assets
$9,798,321

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20241015094924NAL0047255808001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,798,321
Total liabilities (EOY)
$1,520
Net assets (EOY)
$9,796,801
Net assets (BOY)
$7,385,964

Income & contributions

Employer contributions
$764,548
Participant contributions
$1,221,634
Total contributions
$1,986,182
Total income / additions
$3,335,260

Expenses & distributions

Benefits paid
$879,755
Administrative expenses
$43,818
Total expenses
$924,423
Net increase / (decrease)
$2,410,837

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bok Financial Asset Management, IncTPA$38,896not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$4,952$1652023

Related Form 5500 pages