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RICHARD A. FRANZ WINDERMERE RETIREMENT PLAN 401k Plan overview

Plan NameRICHARD A. FRANZ WINDERMERE RETIREMENT PLAN
Plan identification number 001

RICHARD A. FRANZ WINDERMERE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

RICHARD A. FRANZ has sponsored the creation of one or more 401k plans.

Company Name:RICHARD A. FRANZ
Employer identification number (EIN):911630249
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD A. FRANZ WINDERMERE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01RICHARD A. FRANZ2020-09-23
0012018-01-01RICHARD A. FRANZ2019-09-12
0012017-01-01RICHARD A. FRANZ2018-08-30
0012016-01-01RICHARD A. FRANZ2017-10-03
0012015-01-01RICHARD A. FRANZ2016-03-09
0012014-01-01RICHARD A. FRANZ2015-06-25
0012013-01-01RICHARD A. FRANZ2014-05-13
0012012-01-01RICHARD A. FRANZ2013-09-24
0012011-01-01RICHARD A. FRANZ2012-10-01
0012010-01-01RICHARD FRANZ2011-10-05

Financial Data on RICHARD A. FRANZ WINDERMERE RETIREMENT PLAN

Measure Date Value
2025 : RICHARD A. FRANZ WINDERMERE RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-08157
Net assets as of the end of the plan year2025-07-08230222
Total assets as of the beginning of the plan year2025-07-08199197
Value of plan covered by a fidelity bond2025-07-0830000
Participant contributions to plan in this plan year2025-07-080
Other expenses paid from plan in this plan year2025-07-080
Other contributions to plan in this plan year2025-07-080
Other income to plan in this plan year2025-07-0821182
Plan net income in this plan year2025-07-0831025
Net assets as of the end of the plan year2025-07-08230222
Net assets as of the beginning of the plan year2025-07-08199197
Employer contributions to plan in this plan year2025-07-0810000
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-08157

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