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
401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-FRANKLIN PLANNER CORPORATION
| Measure | Date | Value |
|---|
| 2020: RETIREMENT INCOME SECURITY PLAN-FRANKLIN PLANNER CORPORATION 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-09-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 28 |
| Number of retired or separated participants receiving benefits | 2020-09-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2020-09-01 | 8 |
| Total of all active and inactive participants | 2020-09-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-09-01 | 0 |
| Total participants | 2020-09-01 | 38 |
| Number of participants with account balances | 2020-09-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-09-01 | 0 |
| 2019: RETIREMENT INCOME SECURITY PLAN-FRANKLIN PLANNER CORPORATION 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-03 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-03 | 37 |
| Number of retired or separated participants receiving benefits | 2019-10-03 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-10-03 | 0 |
| Total of all active and inactive participants | 2019-10-03 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-03 | 0 |
| Total participants | 2019-10-03 | 37 |
| Number of participants with account balances | 2019-10-03 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-03 | 0 |
| Measure | Date | Value |
|---|
| 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 |
| 2020: RETIREMENT INCOME SECURITY PLAN-FRANKLIN PLANNER CORPORATION 2020 form 5500 responses |
|---|
| 2020-09-01 | Type of plan entity | Single employer plan |
| 2020-09-01 | Submission has been amended | No |
| 2020-09-01 | This submission is the final filing | No |
| 2020-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-09-01 | Plan is a collectively bargained plan | No |
| 2020-09-01 | Plan funding arrangement – Trust | Yes |
| 2020-09-01 | Plan benefit arrangement - Trust | Yes |
| 2019: RETIREMENT INCOME SECURITY PLAN-FRANKLIN PLANNER CORPORATION 2019 form 5500 responses |
|---|
| 2019-10-03 | Type of plan entity | Single employer plan |
| 2019-10-03 | First time form 5500 has been submitted | Yes |
| 2019-10-03 | Submission has been amended | No |
| 2019-10-03 | This submission is the final filing | No |
| 2019-10-03 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-10-03 | Plan is a collectively bargained plan | No |
| 2019-10-03 | Plan funding arrangement – Trust | Yes |
| 2019-10-03 | Plan benefit arrangement - Trust | Yes |
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