Francis Manufacturing Company Employees Profit Sharing Plan — Form 5500 plan (Francis Manufacturing Company)
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, Francis Manufacturing Company Employees Profit Sharing Plan is a benefit plan reported by Francis Manufacturing Company under EIN 34-0898096 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $27,784,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Francis Manufacturing Company
- EIN
- 34-0898096
- Plan number
- 001
- Plan type
- 2
- Location
- Russia, OH
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $27,784,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20240814081621NAL0011527441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,784,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,784,011
- Net assets (BOY)
- $24,623,989
Income & contributions
- Employer contributions
- $1,302,606
- Participant contributions
- $0
- Total contributions
- $1,302,606
- Total income / additions
- $4,281,900
Expenses & distributions
- Benefits paid
- $1,050,981
- Administrative expenses
- $70,897
- Total expenses
- $1,121,878
- Net increase / (decrease)
- $3,160,022
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $56,942 | $0 | 2023 |
| Monnier & Co. | ACCOUNTANT | $13,955 | not reported in the loaded dataset | 2023 |