2023 Form 5500 filing — Franz Construction, Inc. 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 20250709164817NAL0013327106001) for Franz Construction, Inc. Retirement Plan, reported by Franz Construction, Inc. under EIN 81-0419247 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250709164817NAL0013327106001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Franz Construction, Inc.
- EIN
- 81-0419247
- Plan number
- 001
- Location
- Sidney, MT
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,915,302
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,915,302
- Employer contributions
- $58,646
- Total income / additions
- $1,809,748
- Benefits paid
- $606,336
- Administrative expenses
- $73,941
- Total expenses
- $680,277
- Net increase / (decrease)
- $1,129,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORD KEEPER | $34,525 | not reported in the loaded dataset |
| Edward Jones & Co, Lp | RIA | $24,759 | not reported in the loaded dataset |
| Wilshire Associates Inc (Usa) | RIA | $1,707 | not reported in the loaded dataset |