The Franklin Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Franklin Group, Inc. (EIN 26-1690029) is a plan sponsor located in Boise, ID with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-1690029
Location
Boise, ID
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$103,522,994
Total reported liabilities (EOY)
$9,333,628
Total reported net assets (EOY)
$94,189,366

Contributions & income

Employer contributions
$5,251,871
Participant contributions
$2,083,092
Total income / additions
-$9,418,189

Expenses & distributions

Benefits paid / distributions
$5,049,834
Total expenses
$5,714,290
Net increase / (decrease)
-$15,132,479

Coverage

Total reported participants
2,027
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Franklin Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Franklin Group, Inc. Employee Stock Ownership Plan And Trust002775$87,279,0892023
Franklin Building Supply 401(K) Profit Sharing Plan001714$16,243,9052023
The Franklin Group, Inc Health And Welfare Plan502538not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Franklin Group, Inc.
YearPlanParticipantsSchedulesFiling
2023The Franklin Group, Inc Health And Welfare Plan53820240723183306NAL0011881505001
2023The Franklin Group, Inc. Employee Stock Ownership Plan And Trust775H20240919164914NAL0003730995001
2023Franklin Building Supply 401(K) Profit Sharing Plan714H, C20241007084413NAL0007425603001

Related Form 5500 pages