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FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN 401k Plan overview

Plan NameFRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN
Plan identification number 002

FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

FRIEDMAN INDUSTIRES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FRIEDMAN INDUSTIRES, INC.
Employer identification number (EIN):741504405
NAIC Classification:423500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01ALEX LARUE2023-10-09
0022021-01-01ALEX LARUE2022-10-04
0022020-01-01ALEX LARUE2021-09-22
0022019-01-01ALEX LARUE2020-09-24
0022018-01-01ALEX LARUE2019-07-26
0022017-01-01ALEX LARUE2018-07-05
0022016-01-01
0022015-01-01
0022014-01-01BEN HARPER
0022013-01-01SHANNON GREENSTREET
0022012-01-01BEN HARPER BEN HARPER2013-10-08
0022011-01-01BEN HARPER BEN HARPER2012-10-11
0022010-01-01DERIC L. BROWN2011-10-17
0022009-01-01DERICL. BROWN
0022009-01-01BEN HARPER BEN HARPER2010-10-18
0022009-01-01BEN HARPER

Plan Statistics for FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN

401k plan membership statisitcs for FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN

Measure Date Value
2014: FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01102
Total number of active participants reported on line 7a of the Form 55002014-01-0191
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0195
Number of participants with account balances2014-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01105
Total number of active participants reported on line 7a of the Form 55002013-01-0199
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01102
Number of participants with account balances2013-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01105
Total number of active participants reported on line 7a of the Form 55002012-01-01104
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01110
Number of participants with account balances2012-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01109
Total number of active participants reported on line 7a of the Form 55002011-01-0197
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01109
Number of participants with account balances2011-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01148
Total number of active participants reported on line 7a of the Form 55002009-01-0175
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0176
Number of participants with account balances2009-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN

Measure Date Value
2014 : FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$837,274
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$276,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$270,197
Value of total corrective distributions2014-12-31$591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$561,683
Value of total assets at end of year2014-12-31$9,432,996
Value of total assets at beginning of year2014-12-31$8,872,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,897
Total interest from all sources2014-12-31$11,853
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$5,897
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$323,113
Participant contributions at end of year2014-12-31$326,359
Participant contributions at beginning of year2014-12-31$266,936
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$11,573
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,669
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$560,589
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,432,996
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,872,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,908,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,373,551
Interest on participant loans2014-12-31$11,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$12,574
Net investment gain/loss from pooled separate accounts2014-12-31$263,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$235,901
Employer contributions (assets) at end of year2014-12-31$190,000
Employer contributions (assets) at beginning of year2014-12-31$207,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$270,197
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MIDDLETONRAINES ZAPATA, LLP
Accountancy firm EIN2014-12-31460597172
2013 : FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,548,991
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$550,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$543,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$582,010
Value of total assets at end of year2013-12-31$8,872,407
Value of total assets at beginning of year2013-12-31$7,873,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,767
Total interest from all sources2013-12-31$8,846
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$6,767
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$321,123
Participant contributions at end of year2013-12-31$266,936
Participant contributions at beginning of year2013-12-31$179,668
Participant contributions at end of year2013-12-31$11,573
Participant contributions at beginning of year2013-12-31$19,216
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,369
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$998,430
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,872,407
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,873,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,373,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,459,544
Interest on participant loans2013-12-31$8,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$12,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,551
Net investment gain/loss from pooled separate accounts2013-12-31$958,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$254,518
Employer contributions (assets) at end of year2013-12-31$207,773
Employer contributions (assets) at beginning of year2013-12-31$212,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$543,794
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PARMET, CHAPMAN & MADSEN, P.C.
Accountancy firm EIN2013-12-31760456668
2012 : FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,224,244
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$295,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$289,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$646,039
Value of total assets at end of year2012-12-31$7,873,977
Value of total assets at beginning of year2012-12-31$6,944,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,302
Total interest from all sources2012-12-31$7,322
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$4,588
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$6,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$376,733
Participant contributions at end of year2012-12-31$179,668
Participant contributions at beginning of year2012-12-31$160,552
Participant contributions at end of year2012-12-31$19,216
Participant contributions at beginning of year2012-12-31$27,743
Administrative expenses (other) incurred2012-12-31$714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$929,209
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,873,977
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,944,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,459,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,544,260
Interest on participant loans2012-12-31$7,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,889
Net investment gain/loss from pooled separate accounts2012-12-31$570,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$269,306
Employer contributions (assets) at end of year2012-12-31$212,998
Employer contributions (assets) at beginning of year2012-12-31$210,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$289,733
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARMET, CHAPMAN & MADSEN, P.C.
Accountancy firm EIN2012-12-31760456668
2011 : FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$536,637
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$176,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$151,945
Value of total corrective distributions2011-12-31$19,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$636,379
Value of total assets at end of year2011-12-31$6,944,768
Value of total assets at beginning of year2011-12-31$6,584,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,652
Total interest from all sources2011-12-31$6,855
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$264,972
Participant contributions at end of year2011-12-31$160,552
Participant contributions at beginning of year2011-12-31$135,064
Participant contributions at end of year2011-12-31$27,743
Participant contributions at beginning of year2011-12-31$24,698
Administrative expenses (other) incurred2011-12-31$4,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$360,636
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,944,768
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,584,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,544,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,214,084
Interest on participant loans2011-12-31$6,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,387
Net investment gain/loss from pooled separate accounts2011-12-31$-106,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$371,407
Employer contributions (assets) at end of year2011-12-31$210,324
Employer contributions (assets) at beginning of year2011-12-31$203,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$151,945
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARMET, CHAPMAN & MADSEN, P.C.
Accountancy firm EIN2011-12-31760456668

Form 5500 Responses for FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN

2014: FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96162
Policy instance 1
Insurance contract or identification number96162
Number of Individuals Covered95
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $21,707
Total amount of fees paid to insurance companyUSD $3,660
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,011
Insurance broker organization code?3
Amount paid for insurance broker fees3660
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameT ROWE PRICE ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96162
Policy instance 1
Insurance contract or identification number96162
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $19,646
Total amount of fees paid to insurance companyUSD $8,262
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $19,646
Insurance broker organization code?3
Amount paid for insurance broker fees8258
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameT ROWE PRICE ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96162
Policy instance 1
Insurance contract or identification number96162
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,532
Total amount of fees paid to insurance companyUSD $5,767
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $16,532
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameT ROWE PRICE ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96162
Policy instance 1
Insurance contract or identification number96162
Number of Individuals Covered110
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $17,176
Total amount of fees paid to insurance companyUSD $2,905
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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