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WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILLIAM H. FRITZ, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM H. FRITZ, INC.
Employer identification number (EIN):232213227
NAIC Classification:444190
NAIC Description:Other Building Material Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01ADA O'CONNOR WILLIAM E. EWING2013-07-08
0022011-01-01ADA O CONNOR WILLIAM E. EWING2012-07-12
0022009-01-01ADA O'CONNOR WILLIAM EWING2010-07-27

Plan Statistics for WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112
Number of participants with account balances2015-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
Number of participants with account balances2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0111
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
2012: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0115
Number of participants with account balances2009-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$26,209
Expenses. Total of all expenses incurred2017-12-31$193,611
Benefits paid (including direct rollovers)2017-12-31$191,475
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$167,402
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$2,136
Other income received2017-12-31$26,209
Net income (gross income less expenses)2017-12-31$-167,402
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$167,402
2016 : WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$41,371
Expenses. Total of all expenses incurred2016-12-31$405,232
Benefits paid (including direct rollovers)2016-12-31$404,292
Total plan assets at end of year2016-12-31$167,402
Total plan assets at beginning of year2016-12-31$531,263
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$940
Other income received2016-12-31$33,548
Net income (gross income less expenses)2016-12-31$-363,861
Net plan assets at end of year (total assets less liabilities)2016-12-31$167,402
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$531,263
Total contributions received or receivable from employer(s)2016-12-31$7,823
2015 : WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$12,660
Expenses. Total of all expenses incurred2015-12-31$20,868
Benefits paid (including direct rollovers)2015-12-31$20,568
Total plan assets at end of year2015-12-31$531,263
Total plan assets at beginning of year2015-12-31$539,471
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$9,632
Expenses. Other expenses not covered elsewhere2015-12-31$300
Other income received2015-12-31$-7,263
Net income (gross income less expenses)2015-12-31$-8,208
Net plan assets at end of year (total assets less liabilities)2015-12-31$531,263
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$539,471
Total contributions received or receivable from employer(s)2015-12-31$10,291
2014 : WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$42,639
Expenses. Total of all expenses incurred2014-12-31$8,593
Benefits paid (including direct rollovers)2014-12-31$8,473
Total plan assets at end of year2014-12-31$539,471
Total plan assets at beginning of year2014-12-31$505,425
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$8,702
Expenses. Other expenses not covered elsewhere2014-12-31$120
Other income received2014-12-31$23,778
Net income (gross income less expenses)2014-12-31$34,046
Net plan assets at end of year (total assets less liabilities)2014-12-31$539,471
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$505,425
Total contributions received or receivable from employer(s)2014-12-31$10,159
2013 : WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$98,453
Expenses. Total of all expenses incurred2013-12-31$29,315
Benefits paid (including direct rollovers)2013-12-31$29,135
Total plan assets at end of year2013-12-31$505,425
Total plan assets at beginning of year2013-12-31$436,287
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$8,852
Expenses. Other expenses not covered elsewhere2013-12-31$180
Other income received2013-12-31$82,039
Net income (gross income less expenses)2013-12-31$69,138
Net plan assets at end of year (total assets less liabilities)2013-12-31$505,425
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$436,287
Total contributions received or receivable from employer(s)2013-12-31$7,562
2012 : WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$69,484
Expenses. Total of all expenses incurred2012-12-31$22,753
Benefits paid (including direct rollovers)2012-12-31$22,203
Total plan assets at end of year2012-12-31$436,287
Total plan assets at beginning of year2012-12-31$389,556
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$9,532
Expenses. Other expenses not covered elsewhere2012-12-31$550
Other income received2012-12-31$50,581
Net income (gross income less expenses)2012-12-31$46,731
Net plan assets at end of year (total assets less liabilities)2012-12-31$436,287
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$389,556
Total contributions received or receivable from employer(s)2012-12-31$9,371
2011 : WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$13,595
Expenses. Total of all expenses incurred2011-12-31$12,086
Benefits paid (including direct rollovers)2011-12-31$11,846
Total plan assets at end of year2011-12-31$389,556
Total plan assets at beginning of year2011-12-31$388,047
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$9,762
Expenses. Other expenses not covered elsewhere2011-12-31$240
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-5,429
Net income (gross income less expenses)2011-12-31$1,509
Net plan assets at end of year (total assets less liabilities)2011-12-31$389,556
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$388,047
Total contributions received or receivable from employer(s)2011-12-31$9,262
2010 : WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$64,364
Expenses. Total of all expenses incurred2010-12-31$19,854
Benefits paid (including direct rollovers)2010-12-31$19,614
Total plan assets at end of year2010-12-31$388,047
Total plan assets at beginning of year2010-12-31$343,537
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$10,963
Expenses. Other expenses not covered elsewhere2010-12-31$240
Other income received2010-12-31$42,867
Net income (gross income less expenses)2010-12-31$44,510
Net plan assets at end of year (total assets less liabilities)2010-12-31$388,047
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$343,537
Total contributions received or receivable from employer(s)2010-12-31$10,534

Form 5500 Responses for WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN

2017: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM H. FRITZ, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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