How many benefit plans does Franchise Group, Inc. report on Form 5500?

Franchise Group, Inc. (EIN 27-3561876) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Franchise Group, Inc.?

The Employer Identification Number (EIN) reported for Franchise Group, Inc. is 27-3561876.

What is the latest Form 5500 filing year for Franchise Group, Inc.?

The latest loaded Form 5500 filing year for Franchise Group, Inc. is 2023.

Franchise 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, Franchise Group, Inc. (EIN 27-3561876) is a plan sponsor located in Delaware, OH with 2 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: 27-3561876
Location: Delaware, OH
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $159,109,772
Total reported liabilities (EOY): $943,699
Total reported net assets (EOY): $158,166,073

Contributions & income

Employer contributions: $0
Participant contributions: $11,337,008
Total income / additions: $35,860,297

Expenses & distributions

Benefits paid / distributions: $17,738,253
Total expenses: $18,149,118
Net increase / (decrease): $17,711,179

Coverage

Total reported participants: 22,745
Plans with financial statements: 1
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

Franchise Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Franchise Group, Inc. 401(K) Plan	002	13,896	$159,109,772	2023
Franchise Group Welfare Benefits Plan	501	8,849	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Franchise Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Franchise Group, Inc. 401(K) Plan	13,896	H, C	20240924124814NAL0012788737001
2023	Franchise Group Welfare Benefits Plan	8,849	—	20240926143231NAL0001415552001