Franz Construction, Inc. Retirement Plan — Form 5500 plan (Franz Construction, 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, Franz Construction, Inc. Retirement Plan is a benefit plan reported by Franz Construction, Inc. under EIN 81-0419247 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $8,915,302 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Franz Construction, Inc.
- EIN
- 81-0419247
- Plan number
- 001
- Plan type
- 2
- Location
- Sidney, MT
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $8,915,302
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20250709164817NAL0013327106001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,915,302
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,915,302
- Net assets (BOY)
- $7,785,831
Income & contributions
- Employer contributions
- $58,646
- Total contributions
- $58,646
- Total income / additions
- $1,809,748
Expenses & distributions
- Benefits paid
- $606,336
- Administrative expenses
- $73,941
- Total expenses
- $680,277
- Net increase / (decrease)
- $1,129,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORD KEEPER | $34,525 | not reported in the loaded dataset | 2023 |
| Edward Jones & Co, Lp | RIA | $24,759 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc (Usa) | RIA | $1,707 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Franz Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Sidney, MT
- John Hancock Life Insurance Company — Schedule C compensation
- Edward Jones & Co, Lp — Schedule C compensation
- Wilshire Associates Inc (Usa) — Schedule C compensation