2023 Form 5500 filing — Franklin Industries Employees Retirement 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 20241010135458NAL0020210833001) for Franklin Industries Employees Retirement Plan, reported by The Franklin Investment Corporation Dba Franklin Industries under EIN 41-2051057 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.3MReported net assets$3,326,251
Participants175
Provider compensation$62.6K6 Schedule C row(s)$62,576
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010135458NAL0020210833001
Plan sponsor
The Franklin Investment Corporation Dba Franklin Industries
EIN
41-2051057
Plan number
001
Location
Franklin, PA
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)$3.3M total assets
Net assets$3.3MLiabilities
Money in vs. money out
Total income / additions$951.5K
Total expenses$680.5K
Benefits paid / distributions$624.9K
Contributions
Employer$163.9K
Participant$355.7K
Full reported line items
Total assets (EOY)
$3,326,251
Net assets (EOY)
$3,326,251
Employer contributions
$163,866
Participant contributions
$355,657
Total income / additions
$951,465
Benefits paid
$624,931
Administrative expenses
$44,137
Total expenses
$680,482
Net increase / (decrease)
$270,983
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY · Direct $32.8K · Indirect $0
  2. 2
    BROKER · Direct $0 · Indirect $10.5K
  3. 3
    THIRD PARTY ADMINISTRATO · Direct $2K · Indirect $8.1K
  4. 4
    INVESTMENT ADVISORY · Direct $0 · Indirect $5.3K
  5. 5
    ADVISOR · Direct $3.2K · Indirect $0
  6. 6
    INVESTMENT ADVISORY · Direct $0 · Indirect $661

Related Form 5500 pages