2023 Form 5500 filing — Franklin Johnston Group 401(K) Plan
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 20240924135502NAL0004734547001) for Franklin Johnston Group 401(K) Plan, reported by The Franklin Johnston Group Management & Development, LLC under EIN 46-2209448 and plan number 001. It reports 600 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924135502NAL0004734547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Franklin Johnston Group Management & Development, LLC
- EIN
- 46-2209448
- Plan number
- 001
- Location
- Virginia Beach, VA
- Participants
- 600
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,502,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,502,491
- Employer contributions
- $552,992
- Participant contributions
- $1,287,139
- Total income / additions
- $2,941,813
- Benefits paid
- $629,779
- Administrative expenses
- $74,482
- Total expenses
- $725,575
- Net increase / (decrease)
- $2,216,238
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $56,316 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $6,944 | not reported in the loaded dataset |
| Wall Einhorn & Chernitzer Pc | AUDITOR | $6,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,222 | not reported in the loaded dataset |