Logo

FRY FINANCIAL PLANNING RETIREMENT PLAN 401k Plan overview

Plan NameFRY FINANCIAL PLANNING RETIREMENT PLAN
Plan identification number 001

FRY FINANCIAL PLANNING RETIREMENT 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.
  • 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

FRY FINANCIAL PLANNING, LLC has sponsored the creation of one or more 401k plans.

Company Name:FRY FINANCIAL PLANNING, LLC
Employer identification number (EIN):813299071
NAIC Classification:523900

Additional information about FRY FINANCIAL PLANNING, LLC

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2016-03-03
Company Identification Number: S605223
Legal Registered Office Address: 810 W CARROLLTON AVE

SALEM
United States of America (USA)
24153

More information about FRY FINANCIAL PLANNING, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRY FINANCIAL PLANNING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT B. FRY2024-07-01
0012022-01-01BEN FRY2023-07-19
0012021-01-01BEN FRY2022-06-27
0012020-01-01BEN FRY2021-06-10
0012019-09-30BEN FRY2020-06-02

Financial Data on FRY FINANCIAL PLANNING RETIREMENT PLAN

Measure Date Value
2025 : FRY FINANCIAL PLANNING RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-203247
Net assets as of the end of the plan year2025-05-20626640
Total assets as of the beginning of the plan year2025-05-20460176
Value of plan covered by a fidelity bond2025-05-2050000
Participant contributions to plan in this plan year2025-05-2046500
Other income to plan in this plan year2025-05-2065489
Plan net income in this plan year2025-05-20166464
Net assets as of the end of the plan year2025-05-20626640
Net assets as of the beginning of the plan year2025-05-20460176
Employer contributions to plan in this plan year2025-05-2057722
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-203247
2024 : FRY FINANCIAL PLANNING RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-014082
Net assets as of the end of the plan year2024-07-01460176
Total assets as of the beginning of the plan year2024-07-01320729
Value of plan covered by a fidelity bond2024-07-0150000
Participant contributions to plan in this plan year2024-07-0130650
Other income to plan in this plan year2024-07-0161724
Plan net income in this plan year2024-07-01139447
Net assets as of the end of the plan year2024-07-01460176
Net assets as of the beginning of the plan year2024-07-01320729
Employer contributions to plan in this plan year2024-07-0151155
Fees paid to broker by Benefit Provider2024-07-01147
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-014082
2022 : FRY FINANCIAL PLANNING RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-271168
Net assets as of the end of the plan year2022-06-27297378
Total assets as of the beginning of the plan year2022-06-27173623
Participant contributions to plan in this plan year2022-06-2729108
Other income to plan in this plan year2022-06-2737711
Plan net income in this plan year2022-06-27123755
Net assets as of the end of the plan year2022-06-27297378
Net assets as of the beginning of the plan year2022-06-27173623
Employer contributions to plan in this plan year2022-06-2758104
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-271168

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1