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ROBERT L. FRY & ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT L. FRY & ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number 001

ROBERT L. FRY & ASSOCIATES, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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

ROBERT L. FRY & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT L. FRY & ASSOCIATES, INC.
Employer identification number (EIN):311058358
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT L. FRY & ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JULIE MAURER2024-04-18 JULIE MAURER2024-04-18
0012022-01-01JULIE MAURER2023-05-17 JULIE MAURER2023-05-17
0012021-01-01JULIE MAURER2022-03-23 JULIE MAURER2022-03-23
0012020-01-01SANDRA FRY2021-03-19 SANDRA FRY2021-03-19
0012019-01-01SANDRA FRY2020-05-28 SANDRA FRY2020-05-28
0012018-01-01SANDRA FRY2019-02-26 SANDRA FRY2019-02-26
0012017-01-01SANDRA FRY2018-04-10 SANDRA FRY2018-04-10
0012016-01-01SANDRA FRY2017-03-03 SANDRA FRY2017-03-03
0012015-01-01SANDRA FRY2016-03-17 SANDRA FRY2016-03-17
0012014-01-01SANDRA FRY2015-06-04
0012013-01-01SANDRA FRY2014-06-24 SANDRA FRY2014-06-24
0012012-01-01SANDRA FRY2013-06-21
0012011-01-01SANDRA FRY2012-05-24
0012010-01-01SANDRA FRY2011-05-12

Financial Data on ROBERT L. FRY & ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2025 : ROBERT L. FRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-04-040
Total liabilities as of the beginning of the plan year2025-04-040
Total expenses incurred by plan in this plan year2025-04-0464156
Net assets as of the end of the plan year2025-04-042395850
Total assets as of the beginning of the plan year2025-04-041942666
Value of plan covered by a fidelity bond2025-04-04250000
Participant contributions to plan in this plan year2025-04-040
Other contributions to plan in this plan year2025-04-040
Other income to plan in this plan year2025-04-04329887
Plan net income in this plan year2025-04-04453184
Net assets as of the end of the plan year2025-04-042395850
Net assets as of the beginning of the plan year2025-04-041942666
Employer contributions to plan in this plan year2025-04-04187453
2024 : ROBERT L. FRY & ASSOCIATES, INC. PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-04-180
Total liabilities as of the beginning of the plan year2024-04-180
Total expenses incurred by plan in this plan year2024-04-1834082
Net assets as of the end of the plan year2024-04-181942666
Total assets as of the beginning of the plan year2024-04-181546039
Value of plan covered by a fidelity bond2024-04-18250000
Other income to plan in this plan year2024-04-18266246
Plan net income in this plan year2024-04-18396627
Net assets as of the end of the plan year2024-04-181942666
Net assets as of the beginning of the plan year2024-04-181546039
Employer contributions to plan in this plan year2024-04-18164463

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