Plan5500

Franklin Insurance Agency, Inc. Employee Stock Ownership Plan — Form 5500 plan (Franklin Insurance Agency 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 Insurance Agency, Inc. Employee Stock Ownership Plan is a benefit plan reported by Franklin Insurance Agency Inc. under EIN 25-1648148 and plan number 003. The latest loaded filing year is 2023. The filing reports 19 participants and $392,139 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$63.1KPlan net assets, end of year$63,149
Participants19Covered participants reported
Assets / participant$20.6KComputed: assets ÷ participants$20,639 (computed)
Provider compensationNone reported
Plan sponsor
Franklin Insurance Agency Inc.
EIN
25-1648148
Plan number
003
Plan type
2
Location
Franklin, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    19 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$392.1K total assets
Net assets$63.1KLiabilities$329K
Money in vs. money out
Total income / additions-$38.2K
Total expenses$14.8K
Benefits paid / distributionsNot reported
Contributions
Employer$54.8K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$392,139
Total liabilities (EOY)
$328,990
Net assets (EOY)
$63,149
Net assets (BOY)
$116,098

Income & contributions

Employer contributions
$54,813
Total income / additions
-$38,187

Expenses & distributions

Total expenses
$14,762
Net increase / (decrease)
-$52,949
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets23%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages