Don Franklin Auto 401(K) Plan — Form 5500 plan (Franklin Management, 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, Don Franklin Auto 401(K) Plan is a benefit plan reported by Franklin Management, Inc. under EIN 46-0811690 and plan number 001. The latest loaded filing year is 2023. The filing reports 813 participants and $14,972,964 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Franklin Management, Inc.
EIN
46-0811690
Plan number
001
Plan type
3
Location
Somerset, KY
Latest filing year
2023
Participants
813
End-of-year plan assets
$14,972,964

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023813H, C20241014081428NAL0025705153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,972,964
Total liabilities (EOY)
$57,952
Net assets (EOY)
$14,915,012
Net assets (BOY)
$11,427,862

Income & contributions

Employer contributions
$772,826
Participant contributions
$1,967,706
Total contributions
$2,740,532
Total income / additions
$4,885,393

Expenses & distributions

Benefits paid
$1,265,882
Administrative expenses
$132,361
Total expenses
$1,398,243
Net increase / (decrease)
$3,487,150

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Avantax Advisory Services, Inc.INVESTMENT ADVISOR$68,788not reported in the loaded dataset2023
July Business Services, IncRECORDKEEPER & TPA$63,573not reported in the loaded dataset2023

Related Form 5500 pages