Franklin Sports, Inc. 401(K) Plan — Form 5500 plan (Franklin Sports Inc.)

Plain-English plan 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, Franklin Sports, Inc. 401(K) Plan is a benefit plan reported by Franklin Sports Inc. under EIN 04-2295365 and plan number 002. The latest loaded filing year is 2023. The filing reports 272 participants and $36,059,256 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Franklin Sports Inc.
EIN
04-2295365
Plan number
002
Plan type
2
Location
Stoughton, MA
Latest filing year
2023
Participants
272
End-of-year plan assets
$36,059,256

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023272H, C20241015165629NAL0049019584001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,059,256
Total liabilities (EOY)
$0
Net assets (EOY)
$36,059,256
Net assets (BOY)
$28,441,529

Income & contributions

Employer contributions
$1,042,563
Participant contributions
$1,581,719
Total contributions
$2,720,082
Total income / additions
$8,479,366

Expenses & distributions

Benefits paid
$859,324
Administrative expenses
$2,315
Total expenses
$861,639
Net increase / (decrease)
$7,617,727

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial GroupINVESTMENT ADVISOR$30,020not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$6,854not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$34,559$02023

Related Form 5500 pages