2023 Form 5500 filing — Franklin Insurance Agency, Inc. Employee Stock Ownership 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 20241015082018NAL0015979923001) for Franklin Insurance Agency, Inc. Employee Stock Ownership Plan, reported by Franklin Insurance Agency Inc. under EIN 25-1648148 and plan number 003. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$63.1KReported net assets$63,149
Participants19
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241015082018NAL0015979923001
- Plan sponsor
- Franklin Insurance Agency Inc.
- EIN
- 25-1648148
- Plan number
- 003
- Location
- Franklin, PA
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$392.1K total assets
Net assets$63.1KLiabilities$329K
Full reported line items
- Total assets (EOY)
- $392,139
- Total liabilities (EOY)
- $328,990
- Net assets (EOY)
- $63,149
- Employer contributions
- $54,813
- Total income / additions
- -$38,187
- Total expenses
- $14,762
- Net increase / (decrease)
- -$52,949
Frequently asked questions
- What does EFAST2 acknowledgement 20241015082018NAL0015979923001 cover?
- It is the 2023 Form 5500 filing for Franklin Insurance Agency, Inc. Employee Stock Ownership Plan, reported by Franklin Insurance Agency Inc. (EIN 25-1648148).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule I (small plan financials).