FRANKLIN PLANNER CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-FRANKLIN PLANNER CORPORATION
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-FRANKLIN PLANNER CORPORATION 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 107 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 255790 |
| Net assets as of the end of the plan year | 2025-07-28 | 2835128 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 2509564 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 202074 |
| Value of participant loans at end of plan year | 2025-07-28 | 2207 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 288480 |
| Plan net income in this plan year | 2025-07-28 | 325671 |
| Net assets as of the end of the plan year | 2025-07-28 | 2835128 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 2509457 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 0 |
| Employer contributions to plan in this plan year | 2025-07-28 | 90907 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 9534 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-FRANKLIN PLANNER CORPORATION 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 107 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 154 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 574390 |
| Net assets as of the end of the plan year | 2024-08-20 | 2509564 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 2461298 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 178961 |
| Value of participant loans at end of plan year | 2024-08-20 | 4510 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 365084 |
| Plan net income in this plan year | 2024-08-20 | 48313 |
| Net assets as of the end of the plan year | 2024-08-20 | 2509457 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 2461144 |
| Employer contributions to plan in this plan year | 2024-08-20 | 78658 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 8297 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-FRANKLIN PLANNER CORPORATION 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 282 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 20832 |
| Net assets as of the end of the plan year | 2022-07-26 | 2713188 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 2626886 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 39474 |
| Value of participant loans at end of plan year | 2022-07-26 | 17454 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 48042 |
| Plan net income in this plan year | 2022-07-26 | 86020 |
| Net assets as of the end of the plan year | 2022-07-26 | 2712906 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 2626886 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 19336 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 277 |
| 2021 : RETIREMENT INCOME SECURITY PLAN-FRANKLIN PLANNER CORPORATION 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-08-31 | $0 |
| Total plan liabilities at end of year | 2021-08-31 | $0 |
| Total plan liabilities at beginning of year | 2021-08-31 | $0 |
| Total income from all sources | 2021-08-31 | $550,823 |
| Expenses. Total of all expenses incurred | 2021-08-31 | $478,434 |
| Benefits paid (including direct rollovers) | 2021-08-31 | $478,434 |
| Total plan assets at end of year | 2021-08-31 | $2,626,886 |
| Total plan assets at beginning of year | 2021-08-31 | $2,554,497 |
| Value of fidelity bond covering the plan | 2021-08-31 | $300,000 |
| Total contributions received or receivable from participants | 2021-08-31 | $167,874 |
| Expenses. Other expenses not covered elsewhere | 2021-08-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-08-31 | $0 |
| Other income received | 2021-08-31 | $297,104 |
| Noncash contributions received | 2021-08-31 | $0 |
| Net income (gross income less expenses) | 2021-08-31 | $72,389 |
| Net plan assets at end of year (total assets less liabilities) | 2021-08-31 | $2,626,886 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-08-31 | $2,554,497 |
| Assets. Value of participant loans | 2021-08-31 | $19,477 |
| Assets. Value of employer securities | 2021-08-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-08-31 | $85,845 |
| Value of certain deemed distributions of participant loans | 2021-08-31 | $0 |
| Value of corrective distributions | 2021-08-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-08-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-08-31 | $0 |
| 2020 : RETIREMENT INCOME SECURITY PLAN-FRANKLIN PLANNER CORPORATION 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-08-31 | $0 |
| Total plan liabilities at end of year | 2020-08-31 | $0 |
| Total plan liabilities at beginning of year | 2020-08-31 | $0 |
| Total income from all sources | 2020-08-31 | $2,130,101 |
| Expenses. Total of all expenses incurred | 2020-08-31 | $150 |
| Benefits paid (including direct rollovers) | 2020-08-31 | $0 |
| Total plan assets at end of year | 2020-08-31 | $2,129,951 |
| Total plan assets at beginning of year | 2020-08-31 | $0 |
| Value of fidelity bond covering the plan | 2020-08-31 | $300,000 |
| Total contributions received or receivable from participants | 2020-08-31 | $128,467 |
| Expenses. Other expenses not covered elsewhere | 2020-08-31 | $150 |
| Contributions received from other sources (not participants or employers) | 2020-08-31 | $2,870,441 |
| Other income received | 2020-08-31 | $-933,928 |
| Noncash contributions received | 2020-08-31 | $0 |
| Net income (gross income less expenses) | 2020-08-31 | $2,129,951 |
| Net plan assets at end of year (total assets less liabilities) | 2020-08-31 | $2,129,951 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-08-31 | $0 |
| Assets. Value of participant loans | 2020-08-31 | $30,234 |
| Assets. Value of employer securities | 2020-08-31 | $163,721 |
| Total contributions received or receivable from employer(s) | 2020-08-31 | $65,121 |
| Value of certain deemed distributions of participant loans | 2020-08-31 | $0 |
| Value of corrective distributions | 2020-08-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-08-31 | $0 |
