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Plan Name | FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) |
Plan identification number | 007 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | FRANKLIN ELECTRIC COMPANY, INC. |
Employer identification number (EIN): | 350827455 |
NAIC Classification: | 335900 |
Additional information about FRANKLIN ELECTRIC COMPANY, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1997-01-02 |
Company Identification Number: | 0477120 |
Legal Registered Office Address: |
111 JULIAD CT FREDERICKSBURG United States of America (USA) 22406 |
More information about FRANKLIN ELECTRIC COMPANY, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
007 | 2022-01-01 | ||||
007 | 2021-01-01 | ||||
007 | 2020-01-01 | ||||
007 | 2019-01-01 | ||||
007 | 2018-01-01 | ||||
007 | 2017-01-01 | KAY SCHUMM | |||
007 | 2016-01-01 | JONATHAN GRANDON | JONATHAN GRANDON | 2017-10-11 | |
007 | 2015-01-01 | THOMAS J STRUPP | |||
007 | 2014-01-01 | THOMAS STRUPP | THOMAS STRUPP | 2015-10-09 | |
007 | 2013-01-01 | THOMAS STRUPP | THOMAS STRUPP | 2014-10-10 | |
007 | 2012-01-01 | THOMAS J. STRUPP | THOMAS J. STRUPP | 2013-10-10 | |
007 | 2011-01-01 | THOMAS STRUPP | |||
007 | 2009-01-01 | HERBERT KINDT |
Measure | Date | Value |
---|---|---|
2022: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 2,473 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,685 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 483 |
Total of all active and inactive participants | 2022-01-01 | 2,176 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 21 |
Total participants | 2022-01-01 | 2,197 |
Number of participants with account balances | 2022-01-01 | 1,988 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 120 |
2021: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,652 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,655 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 507 |
Total of all active and inactive participants | 2021-01-01 | 2,171 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 20 |
Total participants | 2021-01-01 | 2,191 |
Number of participants with account balances | 2021-01-01 | 1,748 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 76 |
2020: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,895 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,188 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 476 |
Total of all active and inactive participants | 2020-01-01 | 1,665 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 28 |
Total participants | 2020-01-01 | 1,693 |
Number of participants with account balances | 2020-01-01 | 1,652 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 19 |
2019: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 1,872 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,238 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 635 |
Total of all active and inactive participants | 2019-01-01 | 1,874 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 21 |
Total participants | 2019-01-01 | 1,895 |
Number of participants with account balances | 2019-01-01 | 1,827 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 21 |
2018: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 1,887 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,289 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 561 |
Total of all active and inactive participants | 2018-01-01 | 1,851 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 21 |
Total participants | 2018-01-01 | 1,872 |
Number of participants with account balances | 2018-01-01 | 1,808 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 19 |
2017: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 1,745 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,369 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 500 |
Total of all active and inactive participants | 2017-01-01 | 1,870 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 17 |
Total participants | 2017-01-01 | 1,887 |
Number of participants with account balances | 2017-01-01 | 1,820 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 15 |
2016: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,752 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,320 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 406 |
Total of all active and inactive participants | 2016-01-01 | 1,727 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 18 |
Total participants | 2016-01-01 | 1,745 |
Number of participants with account balances | 2016-01-01 | 1,709 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 14 |
2015: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,743 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,323 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 350 |
Total of all active and inactive participants | 2015-01-01 | 1,674 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 16 |
Total participants | 2015-01-01 | 1,690 |
Number of participants with account balances | 2015-01-01 | 1,622 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 15 |
2014: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 2,063 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,352 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 374 |
Total of all active and inactive participants | 2014-01-01 | 1,727 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 16 |
Total participants | 2014-01-01 | 1,743 |
Number of participants with account balances | 2014-01-01 | 1,697 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 15 |
2013: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,945 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,374 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 667 |
Total of all active and inactive participants | 2013-01-01 | 2,042 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 21 |
Total participants | 2013-01-01 | 2,063 |
Number of participants with account balances | 2013-01-01 | 2,017 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 11 |
2012: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,055 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,288 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 575 |
Total of all active and inactive participants | 2012-01-01 | 1,864 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 18 |
Total participants | 2012-01-01 | 1,882 |
Number of participants with account balances | 2012-01-01 | 1,833 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3,053 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,248 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 784 |
Total of all active and inactive participants | 2011-01-01 | 2,033 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 22 |
Total participants | 2011-01-01 | 2,055 |
Number of participants with account balances | 2011-01-01 | 2,026 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2,239 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,443 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 385 |
Total of all active and inactive participants | 2009-01-01 | 1,844 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 1,844 |
Number of participants with account balances | 2009-01-01 | 1,714 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-5,577,845 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-5,577,845 |
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 | $-16,996,028 |
Total loss/gain on sale of assets | 2022-12-31 | $-498,281 |
Total of all expenses incurred | 2022-12-31 | $23,056,481 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $22,714,612 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $3,643 |
Value of total corrective distributions | 2022-12-31 | $6,945 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $19,549,494 |
Value of total assets at end of year | 2022-12-31 | $198,371,191 |
Value of total assets at beginning of year | 2022-12-31 | $238,423,700 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $331,281 |
Total interest from all sources | 2022-12-31 | $132,753 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,312,307 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $991,978 |
Administrative expenses professional fees incurred | 2022-12-31 | $13,427 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $8,842,344 |
Participant contributions at end of year | 2022-12-31 | $2,934,995 |
Participant contributions at beginning of year | 2022-12-31 | $2,929,700 |
Participant contributions at end of year | 2022-12-31 | $78,119 |
Participant contributions at beginning of year | 2022-12-31 | $67,100 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,728,235 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $12,654,500 |
Administrative expenses (other) incurred | 2022-12-31 | $10,192 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-40,052,509 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $198,371,191 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $238,423,700 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $94,513 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $41,208,335 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $54,120,900 |
Interest on participant loans | 2022-12-31 | $132,567 |
Interest earned on other investments | 2022-12-31 | $186 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $113,404,453 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $121,832,300 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-12,688,111 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-19,226,345 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $31,766,374 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $39,491,900 |
Contributions received in cash from employer | 2022-12-31 | $8,978,915 |
Employer contributions (assets) at end of year | 2022-12-31 | $8,978,915 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $7,327,300 |
Income. Dividends from common stock | 2022-12-31 | $320,329 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $22,714,612 |
Contract administrator fees | 2022-12-31 | $213,149 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $3,944,954 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $4,443,235 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2022-12-31 | 270475249 |
2021 : FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $11,450,480 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $11,450,480 |
Total transfer of assets to this plan | 2021-12-31 | $12,654,500 |
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 | $48,896,000 |
Total loss/gain on sale of assets | 2021-12-31 | $-5,583,779 |
Total of all expenses incurred | 2021-12-31 | $24,610,200 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $24,313,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $16,446,300 |
Value of total assets at end of year | 2021-12-31 | $238,423,700 |
Value of total assets at beginning of year | 2021-12-31 | $201,483,400 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $297,200 |
Total interest from all sources | 2021-12-31 | $146,600 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $681,900 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $363,100 |
Administrative expenses professional fees incurred | 2021-12-31 | $14,400 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $7,110,000 |
Participant contributions at end of year | 2021-12-31 | $2,929,700 |
Participant contributions at beginning of year | 2021-12-31 | $2,824,600 |
Participant contributions at end of year | 2021-12-31 | $67,100 |
Participant contributions at beginning of year | 2021-12-31 | $72,800 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $2,009,000 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $12,654,500 |
Other income not declared elsewhere | 2021-12-31 | $100,400 |
Administrative expenses (other) incurred | 2021-12-31 | $101,400 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $24,285,800 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $238,423,700 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $201,483,400 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $61,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $54,120,900 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $105,008,100 |
Interest on participant loans | 2021-12-31 | $146,600 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $121,832,300 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $54,060,300 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $13,874,334 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $11,779,765 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $39,491,900 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $32,822,900 |
Contributions received in cash from employer | 2021-12-31 | $7,327,300 |
Employer contributions (assets) at end of year | 2021-12-31 | $7,327,300 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $6,694,700 |
Income. Dividends from common stock | 2021-12-31 | $318,800 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $24,313,000 |
Contract administrator fees | 2021-12-31 | $120,400 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $3,704,490 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $9,288,269 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $5,693,867 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $5,693,867 |
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 | $41,807,200 |
Total loss/gain on sale of assets | 2020-12-31 | $241,041 |
Total of all expenses incurred | 2020-12-31 | $20,506,600 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $19,904,400 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $338,800 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $14,619,700 |
Value of total assets at end of year | 2020-12-31 | $201,483,400 |
Value of total assets at beginning of year | 2020-12-31 | $180,182,800 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $263,400 |
Total interest from all sources | 2020-12-31 | $147,300 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,342,400 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,342,400 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $6,923,600 |
Participant contributions at end of year | 2020-12-31 | $2,824,600 |
Participant contributions at beginning of year | 2020-12-31 | $2,907,300 |
Participant contributions at end of year | 2020-12-31 | $72,800 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,001,400 |
Other income not declared elsewhere | 2020-12-31 | $339,700 |
Administrative expenses (other) incurred | 2020-12-31 | $263,400 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $21,300,600 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $201,483,400 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $180,182,800 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $105,008,100 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $92,130,100 |
Interest on participant loans | 2020-12-31 | $147,300 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $54,060,300 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $47,457,800 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $14,538,086 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $4,885,106 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $32,822,900 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $30,599,000 |
Contributions received in cash from employer | 2020-12-31 | $6,694,700 |
Employer contributions (assets) at end of year | 2020-12-31 | $6,694,700 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $7,088,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $19,904,400 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $5,164,769 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $4,923,728 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BDO USA LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $7,565,800 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $7,565,800 |
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 income from all sources (including contributions) | 2019-12-31 | $47,512,800 |
Total loss/gain on sale of assets | 2019-12-31 | $670,100 |
Total of all expenses incurred | 2019-12-31 | $16,071,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $15,516,700 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $261,400 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $14,526,200 |
Value of total assets at end of year | 2019-12-31 | $180,182,800 |
Value of total assets at beginning of year | 2019-12-31 | $148,741,500 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $293,400 |
Total interest from all sources | 2019-12-31 | $155,100 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,642,600 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,642,600 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $6,929,500 |
Participant contributions at end of year | 2019-12-31 | $2,907,300 |
Participant contributions at beginning of year | 2019-12-31 | $2,709,600 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $508,100 |
Other income not declared elsewhere | 2019-12-31 | $329,300 |
Administrative expenses (other) incurred | 2019-12-31 | $293,400 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $31,441,300 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $180,182,800 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $148,741,500 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $92,130,100 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $72,286,200 |
Interest on participant loans | 2019-12-31 | $155,100 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $47,457,800 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $42,228,500 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $15,924,200 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $6,699,500 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $30,599,000 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $25,106,100 |
Contributions received in cash from employer | 2019-12-31 | $7,088,600 |
Employer contributions (assets) at end of year | 2019-12-31 | $7,088,600 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $6,411,100 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $15,516,700 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $4,208,800 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $3,538,700 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | CROWE LLP |
Accountancy firm EIN | 2019-12-31 | 350921680 |
2018 : FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-1,029,943 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-1,029,943 |
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 | $6,170,500 |
Total loss/gain on sale of assets | 2018-12-31 | $-52,271 |
Total of all expenses incurred | 2018-12-31 | $13,725,900 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $13,383,588 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $39,112 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $13,812,700 |
Value of total assets at end of year | 2018-12-31 | $148,741,500 |
Value of total assets at beginning of year | 2018-12-31 | $156,296,900 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $303,200 |
Total interest from all sources | 2018-12-31 | $129,200 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,420,100 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,420,100 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $6,547,700 |
Participant contributions at end of year | 2018-12-31 | $2,709,600 |
Participant contributions at beginning of year | 2018-12-31 | $2,508,500 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $853,900 |
Other income not declared elsewhere | 2018-12-31 | $231,900 |
Administrative expenses (other) incurred | 2018-12-31 | $303,200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-7,555,400 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $148,741,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $156,296,900 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $72,286,200 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $76,028,900 |
Interest on participant loans | 2018-12-31 | $129,200 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $42,228,500 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $42,245,100 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-6,524,290 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,816,896 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $25,106,100 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $29,053,800 |
Contributions received in cash from employer | 2018-12-31 | $6,411,100 |
Employer contributions (assets) at end of year | 2018-12-31 | $6,411,100 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $6,460,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $13,383,588 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $3,721,086 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $3,773,357 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | CROWE LLP |
Accountancy firm EIN | 2018-12-31 | 350921680 |
2017 : FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $4,329,629 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $4,329,629 |
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 | $35,448,700 |
Total loss/gain on sale of assets | 2017-12-31 | $442,169 |
Total of all expenses incurred | 2017-12-31 | $17,733,800 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $17,420,100 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $13,084,100 |
Value of total assets at end of year | 2017-12-31 | $156,296,900 |
Value of total assets at beginning of year | 2017-12-31 | $138,582,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $313,700 |
Total interest from all sources | 2017-12-31 | $106,300 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,085,100 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,085,100 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $6,207,300 |
Participant contributions at end of year | 2017-12-31 | $2,508,500 |
Participant contributions at beginning of year | 2017-12-31 | $2,466,600 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $416,300 |
Other income not declared elsewhere | 2017-12-31 | $295,400 |
Administrative expenses (other) incurred | 2017-12-31 | $313,700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $17,714,900 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $156,296,900 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $138,582,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $76,028,900 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $61,147,200 |
Interest on participant loans | 2017-12-31 | $106,300 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $42,245,100 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $41,296,500 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $11,706,818 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $4,399,184 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $29,053,800 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $27,979,100 |
Contributions received in cash from employer | 2017-12-31 | $6,460,500 |
Employer contributions (assets) at end of year | 2017-12-31 | $6,460,600 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $5,692,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $17,420,100 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $5,165,526 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $4,723,357 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | CROWE LLP |
Accountancy firm EIN | 2017-12-31 | 350921680 |
2016 : FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $8,285,231 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $8,285,231 |
Total transfer of assets to this plan | 2016-12-31 | $2,387,500 |
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 | $28,590,400 |
Total loss/gain on sale of assets | 2016-12-31 | $915,928 |
Total of all expenses incurred | 2016-12-31 | $10,535,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $10,257,800 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $11,631,600 |
Value of total assets at end of year | 2016-12-31 | $138,582,000 |
Value of total assets at beginning of year | 2016-12-31 | $118,139,500 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $277,600 |
Total interest from all sources | 2016-12-31 | $107,027 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $886,368 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $886,368 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $5,544,600 |
Participant contributions at end of year | 2016-12-31 | $2,466,600 |
Participant contributions at beginning of year | 2016-12-31 | $2,491,800 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $386,300 |
Other income not declared elsewhere | 2016-12-31 | $310,074 |
Administrative expenses (other) incurred | 2016-12-31 | $277,600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $18,055,000 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $138,582,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $118,139,500 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $61,147,200 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $52,938,800 |
Interest on participant loans | 2016-12-31 | $107,027 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $41,296,500 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $36,348,600 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,934,908 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $2,519,264 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $27,979,100 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $20,747,600 |
Contributions received in cash from employer | 2016-12-31 | $5,700,700 |
Employer contributions (assets) at end of year | 2016-12-31 | $5,692,600 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $5,612,700 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $10,257,800 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $3,718,282 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $2,802,354 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2016-12-31 | 350921680 |
2015 : FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-7,718,300 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-7,718,300 |
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 | $3,176,700 |
Total loss/gain on sale of assets | 2015-12-31 | $-431,100 |
Total of all expenses incurred | 2015-12-31 | $14,217,900 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $13,929,900 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $11,013,500 |
Value of total assets at end of year | 2015-12-31 | $118,139,500 |
Value of total assets at beginning of year | 2015-12-31 | $129,180,700 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $288,000 |
Total interest from all sources | 2015-12-31 | $101,700 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $653,900 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $653,900 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $5,217,700 |
Participant contributions at end of year | 2015-12-31 | $2,491,800 |
Participant contributions at beginning of year | 2015-12-31 | $2,384,700 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $183,100 |
Other income not declared elsewhere | 2015-12-31 | $307,700 |
Administrative expenses (other) incurred | 2015-12-31 | $288,000 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-11,041,200 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $118,139,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $129,180,700 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $52,938,800 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $54,190,500 |
Interest on participant loans | 2015-12-31 | $101,700 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $36,348,600 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $36,949,900 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,107,700 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $357,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $20,747,600 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $30,021,300 |
Contributions received in cash from employer | 2015-12-31 | $5,612,700 |
Employer contributions (assets) at end of year | 2015-12-31 | $5,612,700 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $5,633,100 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $13,929,900 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $2,892,300 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $3,323,400 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2015-12-31 | 350921680 |
2014 : FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-5,449,646 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-5,449,646 |
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 | $9,527,900 |
Total loss/gain on sale of assets | 2014-12-31 | $-765,095 |
Total of all expenses incurred | 2014-12-31 | $11,207,800 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $10,904,800 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $11,323,300 |
Value of total assets at end of year | 2014-12-31 | $129,180,700 |
Value of total assets at beginning of year | 2014-12-31 | $130,860,600 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $303,000 |
Total interest from all sources | 2014-12-31 | $95,982 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,297,603 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,297,603 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $5,056,000 |
Participant contributions at end of year | 2014-12-31 | $2,384,700 |
Participant contributions at beginning of year | 2014-12-31 | $2,219,800 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $634,200 |
Other income not declared elsewhere | 2014-12-31 | $300,917 |
Administrative expenses (other) incurred | 2014-12-31 | $303,000 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,200 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $6,200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-1,679,900 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $129,180,700 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $130,860,600 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $54,190,500 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $49,118,300 |
Interest on participant loans | 2014-12-31 | $95,982 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $36,949,900 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $35,481,700 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-959,679 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,684,518 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $30,021,300 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $38,620,300 |
Contributions received in cash from employer | 2014-12-31 | $5,633,100 |
Employer contributions (assets) at end of year | 2014-12-31 | $5,633,100 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $5,414,300 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $10,904,800 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $4,262,552 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $5,027,647 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2014-12-31 | 350921680 |
2013 : FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $11,563,870 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $11,563,870 |
Total transfer of assets to this plan | 2013-12-31 | $67,900 |
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 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $35,335,400 |
Total loss/gain on sale of assets | 2013-12-31 | $832,043 |
Total of all expenses incurred | 2013-12-31 | $8,231,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $7,907,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $10,311,100 |
Value of total assets at end of year | 2013-12-31 | $130,860,600 |
Value of total assets at beginning of year | 2013-12-31 | $103,688,700 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $324,400 |
Total interest from all sources | 2013-12-31 | $86,062 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,595,401 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,595,401 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $4,588,800 |
Participant contributions at end of year | 2013-12-31 | $2,219,800 |
Participant contributions at beginning of year | 2013-12-31 | $1,689,500 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $311,500 |
Other income not declared elsewhere | 2013-12-31 | $331,217 |
Administrative expenses (other) incurred | 2013-12-31 | $324,400 |
Total non interest bearing cash at end of year | 2013-12-31 | $6,200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $27,104,000 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $130,860,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $103,688,700 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $49,118,300 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $38,249,500 |
Interest on participant loans | 2013-12-31 | $86,062 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $35,481,700 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $28,616,900 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $7,822,448 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $2,793,259 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $38,620,300 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $30,153,800 |
Contributions received in cash from employer | 2013-12-31 | $5,410,800 |
Employer contributions (assets) at end of year | 2013-12-31 | $5,414,300 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $4,979,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $7,907,000 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $5,352,247 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $4,520,204 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2013-12-31 | 350921680 |
2012 : FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $8,662,259 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $8,662,259 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $26,161,200 |
Total loss/gain on sale of assets | 2012-12-31 | $1,205,416 |
Total of all expenses incurred | 2012-12-31 | $7,833,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $7,562,700 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $9,806,400 |
Value of total assets at end of year | 2012-12-31 | $103,688,700 |
Value of total assets at beginning of year | 2012-12-31 | $85,360,900 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $270,700 |
Total interest from all sources | 2012-12-31 | $68,196 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,025,926 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,025,926 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $3,950,900 |
Participant contributions at end of year | 2012-12-31 | $1,689,500 |
Participant contributions at beginning of year | 2012-12-31 | $1,505,100 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $875,300 |
Other income not declared elsewhere | 2012-12-31 | $308,891 |
Administrative expenses (other) incurred | 2012-12-31 | $270,700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $18,327,800 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $103,688,700 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $85,360,900 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $38,249,500 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $30,418,100 |
Interest on participant loans | 2012-12-31 | $68,196 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $28,616,900 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $27,058,000 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,801,912 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,282,200 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $30,153,800 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $24,487,100 |
Contributions received in cash from employer | 2012-12-31 | $4,980,200 |
Employer contributions (assets) at end of year | 2012-12-31 | $4,979,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,892,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $7,562,700 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $6,539,708 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $5,334,292 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2012-12-31 | 350921680 |
2011 : FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $2,710,633 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $2,710,633 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $8,763,300 |
Total loss/gain on sale of assets | 2011-12-31 | $376,596 |
Total of all expenses incurred | 2011-12-31 | $10,331,200 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $10,146,600 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,541,400 |
Value of total assets at end of year | 2011-12-31 | $85,360,900 |
Value of total assets at beginning of year | 2011-12-31 | $86,928,800 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $184,600 |
Total interest from all sources | 2011-12-31 | $70,438 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $881,939 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $559,281 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,555,600 |
Participant contributions at end of year | 2011-12-31 | $1,505,100 |
Participant contributions at beginning of year | 2011-12-31 | $1,586,100 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $93,200 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $200 |
Administrative expenses (other) incurred | 2011-12-31 | $184,600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,567,900 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $85,360,900 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $86,928,800 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $30,418,100 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $31,964,300 |
Interest on participant loans | 2011-12-31 | $70,438 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $27,058,000 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $27,048,900 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,387,140 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $569,434 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $24,487,100 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $24,612,700 |
Contributions received in cash from employer | 2011-12-31 | $1,892,600 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,892,600 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,716,600 |
Income. Dividends from common stock | 2011-12-31 | $322,658 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $10,146,600 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $8,018,677 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $7,642,081 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2011-12-31 | 350921680 |
2010 : FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $5,905,554 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $5,905,554 |
Total transfer of assets to this plan | 2010-12-31 | $7,340,700 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $17,640,000 |
Total loss/gain on sale of assets | 2010-12-31 | $557,098 |
Total of all expenses incurred | 2010-12-31 | $15,771,300 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $15,617,915 |
Value of total corrective distributions | 2010-12-31 | $53,585 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,393,400 |
Value of total assets at end of year | 2010-12-31 | $86,928,800 |
Value of total assets at beginning of year | 2010-12-31 | $77,719,400 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $99,800 |
Total interest from all sources | 2010-12-31 | $78,659 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $835,345 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $532,525 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,336,000 |
Participant contributions at end of year | 2010-12-31 | $1,586,100 |
Participant contributions at beginning of year | 2010-12-31 | $1,871,400 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $340,800 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $200 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $100 |
Administrative expenses (other) incurred | 2010-12-31 | $99,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,868,700 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $86,928,800 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $77,719,400 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $31,964,300 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $29,165,000 |
Interest on participant loans | 2010-12-31 | $78,659 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $27,048,900 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $31,006,400 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,836,862 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $33,082 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $24,612,700 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $14,785,900 |
Contributions received in cash from employer | 2010-12-31 | $1,716,600 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,716,600 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $890,600 |
Income. Dividends from common stock | 2010-12-31 | $302,820 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $15,617,915 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $9,400,747 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $8,843,649 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2010-12-31 | 350921680 |
2009 : FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: FRANKLIN ELECTRIC RETIREMENT PROGRAM (FERP) 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |