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THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTHE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN
Plan identification number 005

THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE FRANKLIN INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:THE FRANKLIN INSTITUTE
Employer identification number (EIN):231370501
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052024-01-01SUZZETTE GRAVES
0052023-01-01
0052023-01-01SUZZETTE GRAVES
0052022-01-01
0052022-01-01SUZZETTE GRAVES
0052021-01-01
0052021-01-01SUZZETTE GRAVES
0052020-01-01
0052019-01-01
0052017-01-01SUZZETTE GRAVES
0052016-01-01SUZZETTE GRAVES
0052015-01-01SUZZETTE GRAVES REID STYLES2016-10-14
0052014-01-01SUZZETTE GRAVES
0052013-01-01SUZZETTE GRAVES
0052012-01-01SUZZETTE GRAVES
0052011-01-01SUZZETTE GRAVES
0052010-01-01SUZZETTE GRAVES
0052009-01-01SUZZETTE GRAVES

Plan Statistics for THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN

Measure Date Value
2023: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01325
Total number of active participants reported on line 7a of the Form 55002023-01-01138
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01109
Total of all active and inactive participants2023-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01247
Number of participants with account balances2023-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-015
2022: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01320
Total number of active participants reported on line 7a of the Form 55002022-01-01127
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01193
Total of all active and inactive participants2022-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01320
Number of participants with account balances2022-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01290
Total number of active participants reported on line 7a of the Form 55002021-01-01114
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01201
Total of all active and inactive participants2021-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01315
Number of participants with account balances2021-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01443
Total number of active participants reported on line 7a of the Form 55002020-01-0194
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01193
Total of all active and inactive participants2020-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01288
Number of participants with account balances2020-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01447
Total number of active participants reported on line 7a of the Form 55002019-01-01325
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01109
Total of all active and inactive participants2019-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01434
Number of participants with account balances2019-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2017: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01415
Total number of active participants reported on line 7a of the Form 55002017-01-01358
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0182
Total of all active and inactive participants2017-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01440
Number of participants with account balances2017-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0123
2016: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01407
Total number of active participants reported on line 7a of the Form 55002016-01-01336
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0168
Total of all active and inactive participants2016-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01404
Number of participants with account balances2016-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01361
Total number of active participants reported on line 7a of the Form 55002015-01-01319
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0178
Total of all active and inactive participants2015-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01397
Number of participants with account balances2015-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01372
Total number of active participants reported on line 7a of the Form 55002014-01-01304
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01344
Number of participants with account balances2014-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01256
Total number of active participants reported on line 7a of the Form 55002013-01-01302
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01358
Number of participants with account balances2013-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01211
Total number of active participants reported on line 7a of the Form 55002012-01-01160
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0159
Total of all active and inactive participants2012-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01219
Number of participants with account balances2012-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01225
Total number of active participants reported on line 7a of the Form 55002011-01-01154
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0157
Total of all active and inactive participants2011-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01211
Number of participants with account balances2011-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01193
Total number of active participants reported on line 7a of the Form 55002010-01-01160
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0165
Total of all active and inactive participants2010-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01225
Number of participants with account balances2010-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01180
Total number of active participants reported on line 7a of the Form 55002009-01-01145
Number of other retired or separated participants entitled to future benefits2009-01-0148
Total of all active and inactive participants2009-01-01193
Total participants2009-01-01193
Number of participants with account balances2009-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,838,140
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$933,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$913,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,109,576
Value of total assets at end of year2023-12-31$17,974,717
Value of total assets at beginning of year2023-12-31$15,070,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$19,568
Total interest from all sources2023-12-31$4,705
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$382,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$382,252
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$588,135
Participant contributions at end of year2023-12-31$89,804
Participant contributions at beginning of year2023-12-31$90,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,904,597
Value of net assets at end of year (total assets less liabilities)2023-12-31$17,974,717
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$15,070,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$17,101,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$14,226,375
Interest on participant loans2023-12-31$4,705
Income. Interest from loans (other than to participants)2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$780,264
Value of interest in common/collective trusts at beginning of year2023-12-31$748,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,320,027
Net investment gain or loss from common/collective trusts2023-12-31$21,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$521,441
Employer contributions (assets) at end of year2023-12-31$3,612
Employer contributions (assets) at beginning of year2023-12-31$4,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$913,975
Contract administrator fees2023-12-31$19,568
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31TAIT, WELLER, & BAKER LLP
Accountancy firm EIN2023-12-31231144520
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$3,838,140
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$933,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$913,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,109,576
Value of total assets at end of year2023-01-01$17,974,717
Value of total assets at beginning of year2023-01-01$15,070,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$19,568
Total interest from all sources2023-01-01$4,705
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$382,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$382,252
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$588,135
Participant contributions at end of year2023-01-01$89,804
Participant contributions at beginning of year2023-01-01$90,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,904,597
Value of net assets at end of year (total assets less liabilities)2023-01-01$17,974,717
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$15,070,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$17,101,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$14,226,375
Interest on participant loans2023-01-01$4,705
Income. Interest from loans (other than to participants)2023-01-01$0
Value of interest in common/collective trusts at end of year2023-01-01$780,264
Value of interest in common/collective trusts at beginning of year2023-01-01$748,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,320,027
Net investment gain or loss from common/collective trusts2023-01-01$21,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$521,441
Employer contributions (assets) at end of year2023-01-01$3,612
Employer contributions (assets) at beginning of year2023-01-01$4,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$913,975
Contract administrator fees2023-01-01$19,568
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01TAIT, WELLER, & BAKER LLP
Accountancy firm EIN2023-01-01231144520
2022 : THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,233,397
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$913,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$909,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$923,552
Value of total assets at end of year2022-12-31$15,070,120
Value of total assets at beginning of year2022-12-31$18,217,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,542
Total interest from all sources2022-12-31$4,444
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$292,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$292,228
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$525,177
Participant contributions at end of year2022-12-31$90,937
Participant contributions at beginning of year2022-12-31$131,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,147,005
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,070,120
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,217,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,226,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,325,237
Interest on participant loans2022-12-31$4,444
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$748,309
Value of interest in common/collective trusts at beginning of year2022-12-31$760,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$56
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$56
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,472,350
Net investment gain or loss from common/collective trusts2022-12-31$18,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$398,375
Employer contributions (assets) at end of year2022-12-31$4,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$909,066
Contract administrator fees2022-12-31$4,542
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TAIT, WELLER, & BAKER LLP
Accountancy firm EIN2022-12-31231144520
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-2,233,397
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$913,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$909,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$923,552
Value of total assets at end of year2022-01-01$15,070,120
Value of total assets at beginning of year2022-01-01$18,217,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$4,542
Total interest from all sources2022-01-01$4,444
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$292,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$292,228
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$525,177
Participant contributions at end of year2022-01-01$90,937
Participant contributions at beginning of year2022-01-01$131,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-3,147,005
Value of net assets at end of year (total assets less liabilities)2022-01-01$15,070,120
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$18,217,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$14,226,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$17,325,237
Interest on participant loans2022-01-01$4,444
Income. Interest from loans (other than to participants)2022-01-01$0
Value of interest in common/collective trusts at end of year2022-01-01$748,309
Value of interest in common/collective trusts at beginning of year2022-01-01$760,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-3,472,350
Net investment gain or loss from common/collective trusts2022-01-01$18,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$398,375
Employer contributions (assets) at end of year2022-01-01$4,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$909,066
Contract administrator fees2022-01-01$4,542
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01TAIT, WELLER, & BAKER LLP
Accountancy firm EIN2022-01-01231144520
2021 : THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,992,932
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,902,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,894,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$840,899
Value of total assets at end of year2021-12-31$18,217,125
Value of total assets at beginning of year2021-12-31$17,126,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,742
Total interest from all sources2021-12-31$7,069
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$304,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$304,349
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$472,088
Participant contributions at end of year2021-12-31$131,628
Participant contributions at beginning of year2021-12-31$143,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,090,449
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,217,125
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,126,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,325,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,272,136
Interest on participant loans2021-12-31$7,069
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$760,204
Value of interest in common/collective trusts at beginning of year2021-12-31$710,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$56
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$56
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$56
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,827,866
Net investment gain or loss from common/collective trusts2021-12-31$12,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$368,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,894,741
Contract administrator fees2021-12-31$7,742
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TAIT, WELLER, & BAKER LLP
Accountancy firm EIN2021-12-31231144520
2020 : THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,152,624
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,101,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,082,433
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$941,799
Value of total assets at end of year2020-12-31$17,126,676
Value of total assets at beginning of year2020-12-31$16,075,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,968
Total interest from all sources2020-12-31$6,336
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$255,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$255,209
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$522,511
Participant contributions at end of year2020-12-31$143,869
Participant contributions at beginning of year2020-12-31$165,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,051,223
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,126,676
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,075,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,272,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,636,503
Interest on participant loans2020-12-31$6,336
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$710,615
Value of interest in common/collective trusts at beginning of year2020-12-31$272,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$56
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,937,672
Net investment gain or loss from common/collective trusts2020-12-31$11,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$419,288
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,082,433
Contract administrator fees2020-12-31$18,968
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TAIT, WELLER, & BAKER LLP
Accountancy firm EIN2020-12-31231144520
2019 : THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,085,519
Total income from all sources (including contributions)2019-12-31$4,085,519
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$889,490
Total of all expenses incurred2019-12-31$889,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$876,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$876,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,320,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,320,185
Value of total assets at end of year2019-12-31$16,075,453
Value of total assets at end of year2019-12-31$16,075,453
Value of total assets at beginning of year2019-12-31$12,879,424
Value of total assets at beginning of year2019-12-31$12,879,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,897
Total interest from all sources2019-12-31$7,691
Total interest from all sources2019-12-31$7,691
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$338,800
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$338,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$338,800
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$338,800
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$712,624
Contributions received from participants2019-12-31$712,624
Participant contributions at end of year2019-12-31$165,947
Participant contributions at end of year2019-12-31$165,947
Participant contributions at beginning of year2019-12-31$191,478
Participant contributions at beginning of year2019-12-31$191,478
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,422
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,196,029
Value of net income/loss2019-12-31$3,196,029
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,075,453
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,075,453
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,879,424
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,879,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,636,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,636,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,411,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,411,551
Interest on participant loans2019-12-31$7,691
Interest on participant loans2019-12-31$7,691
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$272,278
Value of interest in common/collective trusts at end of year2019-12-31$272,278
Value of interest in common/collective trusts at beginning of year2019-12-31$275,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,410,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,410,811
Net investment gain or loss from common/collective trusts2019-12-31$8,032
Net investment gain or loss from common/collective trusts2019-12-31$8,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$603,139
Employer contributions (assets) at end of year2019-12-31$725
Employer contributions (assets) at end of year2019-12-31$725
Employer contributions (assets) at beginning of year2019-12-31$503
Employer contributions (assets) at beginning of year2019-12-31$503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$876,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$876,593
Contract administrator fees2019-12-31$12,897
Contract administrator fees2019-12-31$12,897
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TAIT, WELLER, & BAKER LLP
Accountancy firm name2019-12-31TAIT, WELLER, & BAKER LLP
Accountancy firm EIN2019-12-31231144520
Accountancy firm EIN2019-12-31231144520
2018 : THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$560,858
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,437,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,425,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,363,816
Value of total assets at end of year2018-12-31$12,879,424
Value of total assets at beginning of year2018-12-31$13,755,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,291
Total interest from all sources2018-12-31$9,398
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$284,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$284,535
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$702,014
Participant contributions at end of year2018-12-31$191,478
Participant contributions at beginning of year2018-12-31$199,374
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$77,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-876,350
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,879,424
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,755,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,411,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,317,104
Interest on participant loans2018-12-31$9,398
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$275,892
Value of interest in common/collective trusts at beginning of year2018-12-31$239,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,103,949
Net investment gain or loss from common/collective trusts2018-12-31$7,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$584,107
Employer contributions (assets) at end of year2018-12-31$503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,425,917
Contract administrator fees2018-12-31$11,291
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANT THORNTON, LLP
Accountancy firm EIN2018-12-31366055558
2017 : THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,238,537
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$339,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$326,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,360,354
Value of total assets at end of year2017-12-31$13,755,774
Value of total assets at beginning of year2017-12-31$10,856,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,566
Total interest from all sources2017-12-31$9,643
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$253,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$253,596
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$686,535
Participant contributions at end of year2017-12-31$199,374
Participant contributions at beginning of year2017-12-31$229,808
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$101,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,898,779
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,755,774
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,856,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,317,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,415,783
Interest on participant loans2017-12-31$9,643
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$239,296
Value of interest in common/collective trusts at beginning of year2017-12-31$211,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,609,241
Net investment gain or loss from common/collective trusts2017-12-31$5,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$571,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$326,192
Contract administrator fees2017-12-31$13,566
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORNTON, LLP
Accountancy firm EIN2017-12-31366055558
2016 : THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,472,774
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$902,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$885,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,690,310
Value of total assets at end of year2016-12-31$10,856,995
Value of total assets at beginning of year2016-12-31$9,286,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,356
Total interest from all sources2016-12-31$8,646
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$214,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$214,707
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$673,032
Participant contributions at end of year2016-12-31$229,808
Participant contributions at beginning of year2016-12-31$150,081
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$483,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,570,458
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,856,995
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,286,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,415,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,899,236
Interest on participant loans2016-12-31$8,646
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$211,404
Value of interest in common/collective trusts at beginning of year2016-12-31$237,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$554,144
Net investment gain or loss from common/collective trusts2016-12-31$4,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$533,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$885,960
Contract administrator fees2016-12-31$16,356
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON, LLP
Accountancy firm EIN2016-12-31366055558
2015 : THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,189,419
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$712,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$698,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,225,315
Value of total assets at end of year2015-12-31$9,286,537
Value of total assets at beginning of year2015-12-31$8,809,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,595
Total interest from all sources2015-12-31$6,027
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$182,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$182,576
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$611,462
Participant contributions at end of year2015-12-31$150,081
Participant contributions at beginning of year2015-12-31$145,839
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$83,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$477,244
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,286,537
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,809,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,899,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,434,371
Interest on participant loans2015-12-31$6,027
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$237,220
Value of interest in common/collective trusts at beginning of year2015-12-31$221,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-229,979
Net investment gain or loss from common/collective trusts2015-12-31$5,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$530,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$698,580
Contract administrator fees2015-12-31$13,595
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON, LLP
Accountancy firm EIN2015-12-31366055558
2014 : THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,843,558
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$610,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$592,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,257,098
Value of total assets at end of year2014-12-31$8,809,293
Value of total assets at beginning of year2014-12-31$7,576,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,270
Total interest from all sources2014-12-31$5,186
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$165,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$165,146
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$608,420
Participant contributions at end of year2014-12-31$145,839
Participant contributions at beginning of year2014-12-31$89,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,232,681
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,809,293
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,576,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,434,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,245,441
Interest on participant loans2014-12-31$5,186
Value of interest in common/collective trusts at end of year2014-12-31$221,754
Value of interest in common/collective trusts at beginning of year2014-12-31$235,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$410,763
Net investment gain or loss from common/collective trusts2014-12-31$5,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$648,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$592,607
Contract administrator fees2014-12-31$18,270
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TAIT WELLER
Accountancy firm EIN2014-12-31231144520
2013 : THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$31,292
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,481
Total income from all sources (including contributions)2013-12-31$2,170,705
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$702,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$694,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,119,659
Value of total assets at end of year2013-12-31$7,576,612
Value of total assets at beginning of year2013-12-31$6,085,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,460
Total interest from all sources2013-12-31$4,142
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$90,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$90,514
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$529,108
Participant contributions at end of year2013-12-31$89,102
Participant contributions at beginning of year2013-12-31$72,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$7,481
Administrative expenses (other) incurred2013-12-31$2,913
Total non interest bearing cash at beginning of year2013-12-31$10,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,467,769
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,576,612
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,077,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,245,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,002,250
Interest on participant loans2013-12-31$4,142
Value of interest in common/collective trusts at end of year2013-12-31$235,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$953,546
Net investment gain or loss from common/collective trusts2013-12-31$2,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$590,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$694,476
Contract administrator fees2013-12-31$5,547
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TAIT WELLER
Accountancy firm EIN2013-12-31231144520
2012 : THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,670
Total income from all sources (including contributions)2012-12-31$1,750,603
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$340,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$327,016
Value of total corrective distributions2012-12-31$846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,119,028
Value of total assets at end of year2012-12-31$6,085,032
Value of total assets at beginning of year2012-12-31$4,669,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,575
Total interest from all sources2012-12-31$4,349
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$8,759
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$460,747
Participant contributions at end of year2012-12-31$72,493
Participant contributions at beginning of year2012-12-31$99,718
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$17,878
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$127,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$7,481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,670
Administrative expenses (other) incurred2012-12-31$3,816
Total non interest bearing cash at end of year2012-12-31$10,289
Total non interest bearing cash at beginning of year2012-12-31$7,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,410,166
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,077,551
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,667,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,002,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,526,411
Interest on participant loans2012-12-31$4,349
Net investment gain/loss from pooled separate accounts2012-12-31$627,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$530,976
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$17,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$327,016
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TAIT, WELLER & BAKER, LLP
Accountancy firm EIN2012-12-31231144520
2011 : THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,194
Total income from all sources (including contributions)2011-12-31$1,125,559
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$323,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$288,584
Value of total corrective distributions2011-12-31$846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,268,890
Value of total assets at end of year2011-12-31$4,669,055
Value of total assets at beginning of year2011-12-31$3,866,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,136
Total interest from all sources2011-12-31$4,142
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$9,507
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$471,376
Participant contributions at end of year2011-12-31$99,718
Participant contributions at beginning of year2011-12-31$46,301
Participant contributions at end of year2011-12-31$17,878
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$228,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,194
Administrative expenses (other) incurred2011-12-31$24,629
Total non interest bearing cash at end of year2011-12-31$7,481
Total non interest bearing cash at beginning of year2011-12-31$1,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$801,993
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,667,385
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,865,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,526,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,818,616
Interest on participant loans2011-12-31$4,142
Net investment gain/loss from pooled separate accounts2011-12-31$-147,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$568,637
Employer contributions (assets) at end of year2011-12-31$17,567
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$288,584
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TAIT, WELLER & BAKER, LLP
Accountancy firm EIN2011-12-31231144520
2010 : THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,194
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,403
Total income from all sources (including contributions)2010-12-31$1,444,542
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$186,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$160,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,011,293
Value of total assets at end of year2010-12-31$3,866,586
Value of total assets at beginning of year2010-12-31$2,624,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$25,857
Total interest from all sources2010-12-31$2,277
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$6,608
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$454,188
Participant contributions at end of year2010-12-31$46,301
Participant contributions at beginning of year2010-12-31$25,658
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$26,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,194
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$16,403
Administrative expenses (other) incurred2010-12-31$19,249
Total non interest bearing cash at end of year2010-12-31$1,669
Total non interest bearing cash at beginning of year2010-12-31$16,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,257,777
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,865,392
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,607,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,818,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,581,482
Interest on participant loans2010-12-31$2,277
Net investment gain/loss from pooled separate accounts2010-12-31$430,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$531,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$160,908
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TAIT, WELLER & BAKER, LLP
Accountancy firm EIN2010-12-31231144520
2009 : THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN

2023: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE FRANKLIN INSTITUTE RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65844
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65844
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65844
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65844
Policy instance 1

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