Franchise Group, Inc. 401(K) Plan — Form 5500 plan (Franchise Group, 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, Franchise Group, Inc. 401(K) Plan is a benefit plan reported by Franchise Group, Inc. under EIN 27-3561876 and plan number 002. The latest loaded filing year is 2023. The filing reports 13,896 participants and $159,109,772 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Franchise Group, Inc.
- EIN
- 27-3561876
- Plan number
- 002
- Plan type
- 2
- Location
- Delaware, OH
- Latest filing year
- 2023
- Participants
- 13,896
- End-of-year plan assets
- $159,109,772
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,896 | H, C | 20240924124814NAL0012788737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $159,109,772
- Total liabilities (EOY)
- $943,699
- Net assets (EOY)
- $158,166,073
- Net assets (BOY)
- $140,454,894
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $11,337,008
- Total contributions
- $12,638,422
- Total income / additions
- $35,860,297
Expenses & distributions
- Benefits paid
- $17,738,253
- Administrative expenses
- $367,887
- Total expenses
- $18,149,118
- Net increase / (decrease)
- $17,711,179
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $252,561 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $100,141 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | ACCOUNTANT/AUDITOR | $8,050 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer Pllc | ACCOUNTANT/AUDITOR | $7,135 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Franchise Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Delaware, OH
- Fidelity Investments Institutional — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation