FRANKLIN & FRANKLIN ATTORNEYS AT LAW has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FRANKLIN & FRANKLIN 401(K) PLAN
| Measure | Date | Value |
|---|
| 2020: FRANKLIN & FRANKLIN 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 0 |
| Number of participants with account balances | 2020-01-01 | 0 |
| 2019: FRANKLIN & FRANKLIN 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 7 |
| Number of participants with account balances | 2019-01-01 | 7 |
| 2018: FRANKLIN & FRANKLIN 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 7 |
| Total participants | 2018-01-01 | 7 |
| 2017: FRANKLIN & FRANKLIN 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 7 |
| Total participants | 2017-01-01 | 7 |
| 2016: FRANKLIN & FRANKLIN 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 7 |
| 2015: FRANKLIN & FRANKLIN 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Total participants | 2015-01-01 | 5 |
| 2014: FRANKLIN & FRANKLIN 401(K) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| 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 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| Total participants | 2014-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: FRANKLIN & FRANKLIN 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: FRANKLIN & FRANKLIN 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: FRANKLIN & FRANKLIN 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: FRANKLIN & FRANKLIN 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : FRANKLIN & FRANKLIN 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $194,348 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,097,587 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,097,487 |
| Total plan assets at end of year | 2020-12-31 | $0 |
| Total plan assets at beginning of year | 2020-12-31 | $1,903,239 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $100 |
| Other income received | 2020-12-31 | $189,487 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,903,239 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,903,239 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $4,861 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $2,097,487 |
| 2019 : FRANKLIN & FRANKLIN 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $273,526 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $62,908 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $62,708 |
| Total plan assets at end of year | 2019-12-31 | $1,903,239 |
| Total plan assets at beginning of year | 2019-12-31 | $1,692,621 |
| Total contributions received or receivable from participants | 2019-12-31 | $5,048 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $200 |
| Other income received | 2019-12-31 | $259,465 |
| Net income (gross income less expenses) | 2019-12-31 | $210,618 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,903,239 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,692,621 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $9,013 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $62,708 |
| 2018 : FRANKLIN & FRANKLIN 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $8,011 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $61,428 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $61,378 |
| Total plan assets at end of year | 2018-12-31 | $1,692,621 |
| Total plan assets at beginning of year | 2018-12-31 | $1,746,038 |
| Total contributions received or receivable from participants | 2018-12-31 | $27,048 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $50 |
| Other income received | 2018-12-31 | $-29,055 |
| Net income (gross income less expenses) | 2018-12-31 | $-53,417 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,692,621 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,746,038 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $10,018 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $61,378 |
| 2017 : FRANKLIN & FRANKLIN 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $230,659 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $54,356 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $54,306 |
| Total plan assets at end of year | 2017-12-31 | $1,746,038 |
| Total plan assets at beginning of year | 2017-12-31 | $1,569,735 |
| Total contributions received or receivable from participants | 2017-12-31 | $27,452 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $50 |
| Other income received | 2017-12-31 | $193,767 |
| Net income (gross income less expenses) | 2017-12-31 | $176,303 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,746,038 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,569,735 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $9,440 |
| 2016 : FRANKLIN & FRANKLIN 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $122,699 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $50,643 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $50,593 |
| Total plan assets at end of year | 2016-12-31 | $1,569,735 |
| Total plan assets at beginning of year | 2016-12-31 | $1,497,679 |
| Total contributions received or receivable from participants | 2016-12-31 | $27,250 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $50 |
| Other income received | 2016-12-31 | $87,962 |
| Net income (gross income less expenses) | 2016-12-31 | $72,056 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,569,735 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,497,679 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $7,487 |
| 2015 : FRANKLIN & FRANKLIN 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $68,773 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $48,305 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $48,305 |
| Total plan assets at end of year | 2015-12-31 | $1,497,679 |
| Total plan assets at beginning of year | 2015-12-31 | $1,477,211 |
| Total contributions received or receivable from participants | 2015-12-31 | $27,250 |
| Other income received | 2015-12-31 | $34,634 |
| Net income (gross income less expenses) | 2015-12-31 | $20,468 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,497,679 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,477,211 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $6,889 |
| 2014 : FRANKLIN & FRANKLIN 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $98,655 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $64,680 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $64,680 |
| Total plan assets at end of year | 2014-12-31 | $1,477,211 |
| Total plan assets at beginning of year | 2014-12-31 | $1,443,236 |
| Total contributions received or receivable from participants | 2014-12-31 | $27,250 |
| Other income received | 2014-12-31 | $63,964 |
| Net income (gross income less expenses) | 2014-12-31 | $33,975 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,477,211 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,443,236 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $7,441 |
| 2013 : FRANKLIN & FRANKLIN 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $149,937 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $42,329 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $42,329 |
| Total plan assets at end of year | 2013-12-31 | $1,443,236 |
| Total plan assets at beginning of year | 2013-12-31 | $1,335,628 |
| Total contributions received or receivable from participants | 2013-12-31 | $27,937 |
| Other income received | 2013-12-31 | $114,947 |
| Net income (gross income less expenses) | 2013-12-31 | $107,608 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,443,236 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,335,628 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $7,053 |
| 2012 : FRANKLIN & FRANKLIN 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $121,540 |
| Total plan assets at end of year | 2012-12-31 | $1,335,628 |
| Total plan assets at beginning of year | 2012-12-31 | $1,214,088 |
| Total contributions received or receivable from participants | 2012-12-31 | $27,954 |
| Other income received | 2012-12-31 | $86,652 |
| Net income (gross income less expenses) | 2012-12-31 | $121,540 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,335,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,214,088 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $6,934 |
| 2011 : FRANKLIN & FRANKLIN 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $33,917 |
| Total plan assets at end of year | 2011-12-31 | $1,214,088 |
| Total plan assets at beginning of year | 2011-12-31 | $1,180,171 |
| Total contributions received or receivable from participants | 2011-12-31 | $27,973 |
| Other income received | 2011-12-31 | $-683 |
| Net income (gross income less expenses) | 2011-12-31 | $33,917 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,214,088 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,180,171 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $6,627 |
| 2010 : FRANKLIN & FRANKLIN 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $115,018 |
| Total plan assets at end of year | 2010-12-31 | $1,180,171 |
| Total plan assets at beginning of year | 2010-12-31 | $1,065,153 |
| Total contributions received or receivable from participants | 2010-12-31 | $27,940 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $-5,457 |
| Other income received | 2010-12-31 | $83,429 |
| Net income (gross income less expenses) | 2010-12-31 | $115,018 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,180,171 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,065,153 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $9,106 |
| 2020: FRANKLIN & FRANKLIN 401(K) PLAN 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 | Yes |
| 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 – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: FRANKLIN & FRANKLIN 401(K) PLAN 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: FRANKLIN & FRANKLIN 401(K) PLAN 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 | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: FRANKLIN & FRANKLIN 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | Yes |
| 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: FRANKLIN & FRANKLIN 401(K) PLAN 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: FRANKLIN & FRANKLIN 401(K) PLAN 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: FRANKLIN & FRANKLIN 401(K) PLAN 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: FRANKLIN & FRANKLIN 401(K) PLAN 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FRANKLIN & FRANKLIN 401(K) PLAN 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: FRANKLIN & FRANKLIN 401(K) PLAN 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FRANKLIN & FRANKLIN 401(K) PLAN 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 88823 |
| Policy instance | 1 |
| Insurance contract or identification number | 88823 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $4,039 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,039 | | Insurance broker organization code? | 3 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 88823 |
| Policy instance | 1 |
| Insurance contract or identification number | 88823 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $4,514 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,514 | | Insurance broker organization code? | 3 |
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 88823 |
| Policy instance | 1 |
| Insurance contract or identification number | 88823 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $4,531 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,531 | | Insurance broker organization code? | 3 |
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 88823 |
| Policy instance | 1 |
| Insurance contract or identification number | 88823 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $4,328 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,328 | | Insurance broker name | KESTRA INVESTMENT SERVICES, LLC |
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 88823 |
| Policy instance | 1 |
| Insurance contract or identification number | 88823 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $3,870 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,870 | | Insurance broker organization code? | 3 | | Insurance broker name | NFP ADVISOR SERVICES, LLC |
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 88823 |
| Policy instance | 1 |
| Insurance contract or identification number | 88823 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,760 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,928 | | Insurance broker organization code? | 3 | | Insurance broker name | SECURITIES AMERICA, INC |
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 88823 |
| Policy instance | 1 |
| Insurance contract or identification number | 88823 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,478 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,478 | | Insurance broker organization code? | 3 | | Insurance broker name | SECURITIES AMERICA INC |
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 888823 |
| Policy instance | 1 |
| Insurance contract or identification number | 888823 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $3,210 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,210 | | Insurance broker organization code? | 3 | | Insurance broker name | SECURITIES AMERICA INC |
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 88823 |
| Policy instance | 1 |
| Insurance contract or identification number | 88823 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $3,048 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 888823 |
| Policy instance | 1 |
| Insurance contract or identification number | 888823 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,712 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,712 | | Insurance broker organization code? | 3 | | Insurance broker name | SECURITIES AMERICA INC |
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