Plan5500

Frankcrum Retirement Savings Plan — Form 5500 plan (Frankcrum 11, 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, Frankcrum Retirement Savings Plan is a benefit plan reported by Frankcrum 11, Inc. under EIN 59-2626531 and plan number 333. The latest loaded filing year is 2023. The filing reports 10,017 participants and $159,805,673 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Frankcrum 11, Inc.
EIN
59-2626531
Plan number
333
Plan type
3
Location
Clearwater, FL
Latest filing year
2023
Participants
10,017
End-of-year plan assets
$159,805,673

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202310,017H, C20250501110207NAL0003098929001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$159,805,673
Total liabilities (EOY)
$0
Net assets (EOY)
$159,805,673
Net assets (BOY)
$121,179,093

Income & contributions

Employer contributions
$6,637,891
Participant contributions
$17,988,952
Total contributions
$26,281,147
Total income / additions
$47,206,774

Expenses & distributions

Benefits paid
$12,390,832
Administrative expenses
$982,645
Total expenses
$13,698,633
Net increase / (decrease)
$33,508,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTPA$792,860not reported in the loaded dataset2023
Slavic Mutual Fund Management CorpINVESTMENT MGMT$189,535not reported in the loaded dataset2023

Related Form 5500 pages