2023 Form 5500 filing — The Franklin Group, Inc. Employee Stock Ownership Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919164914NAL0003730995001) for The Franklin Group, Inc. Employee Stock Ownership Plan And Trust, reported by The Franklin Group, Inc. under EIN 26-1690029 and plan number 002. It reports 775 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$77.9MReported net assets$77,945,461
Participants775
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240919164914NAL0003730995001
- Plan sponsor
- The Franklin Group, Inc.
- EIN
- 26-1690029
- Plan number
- 002
- Location
- Boise, ID
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$87.3M total assets
Net assets$77.9MLiabilities$9.3M
Full reported line items
- Total assets (EOY)
- $87,279,089
- Total liabilities (EOY)
- $9,333,628
- Net assets (EOY)
- $77,945,461
- Employer contributions
- $5,251,871
- Total income / additions
- -$13,520,356
- Benefits paid
- $748,194
- Administrative expenses
- $0
- Total expenses
- $1,202,966
- Net increase / (decrease)
- -$14,723,322