2023 Form 5500 filing — Franklin Academy 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 20250219083451NAL0003310675001) for Franklin Academy Retirement Plan, reported by Franklin Academy Foundation, Inc. under EIN 27-2123983 and plan number 001. It reports 944 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)$8.7MReported net assets$8,651,168
Participants944
Provider compensation$2.9K1 Schedule C row(s)$2,868
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250219083451NAL0003310675001
Plan sponsor
Franklin Academy Foundation, Inc.
EIN
27-2123983
Plan number
001
Location
Ft. Lauderdale, FL
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.7M total assets
Net assets$8.7MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$376.4K
Benefits paid / distributions$356.7K
Contributions
Employer$333.9K
Participant$797.9K
Full reported line items
Total assets (EOY)
$8,651,168
Total liabilities (EOY)
$0
Net assets (EOY)
$8,651,168
Employer contributions
$333,934
Participant contributions
$797,862
Total income / additions
$2,252,881
Benefits paid
$356,742
Administrative expenses
$2,868
Total expenses
$376,429
Net increase / (decrease)
$1,876,452
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $2.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250219083451NAL0003310675001 cover?
It is the 2023 Form 5500 filing for Franklin Academy Retirement Plan, reported by Franklin Academy Foundation, Inc. (EIN 27-2123983).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages