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FRANKLIN WEST, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameFRANKLIN WEST, INC. PROFIT SHARING PLAN
Plan identification number 001

FRANKLIN WEST, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FRANKLIN WEST CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:FRANKLIN WEST CO., INC.
Employer identification number (EIN):251152529
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANKLIN WEST, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01MARCO IMBARLINA2022-12-21
0012020-07-01MARCO IMBARLINA2021-12-09
0012019-07-01MARCO IMBARLINA2021-01-25
0012018-07-01MARCO IMBARLINA2020-01-23
0012017-07-01MARCO IMBARLINA
0012016-07-01MARCO IMBARLINA
0012015-07-01MARCO IMBARLINA
0012014-07-01MARCO IMBARLINA
0012013-07-01MARCO IMBARLINA
0012012-07-01MARCO IMBARLINA
0012011-07-01MARCO IMBARLINA
0012009-07-01MARCO IMBARLINA

Plan Statistics for FRANKLIN WEST, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for FRANKLIN WEST, INC. PROFIT SHARING PLAN

Measure Date Value
2017: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0123
Total number of active participants reported on line 7a of the Form 55002017-07-0116
Number of other retired or separated participants entitled to future benefits2017-07-015
Total of all active and inactive participants2017-07-0121
Total participants2017-07-0121
Number of participants with account balances2017-07-0121
2016: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0121
Total number of active participants reported on line 7a of the Form 55002016-07-0118
Number of other retired or separated participants entitled to future benefits2016-07-015
Total of all active and inactive participants2016-07-0123
Total participants2016-07-0123
Number of participants with account balances2016-07-0123
2015: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0118
Total number of active participants reported on line 7a of the Form 55002015-07-0121
Total of all active and inactive participants2015-07-0121
Total participants2015-07-0121
Number of participants with account balances2015-07-0122
2014: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0120
Total number of active participants reported on line 7a of the Form 55002014-07-0118
Total of all active and inactive participants2014-07-0118
Total participants2014-07-0118
Number of participants with account balances2014-07-0118
2013: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0120
Total number of active participants reported on line 7a of the Form 55002013-07-0117
Number of other retired or separated participants entitled to future benefits2013-07-013
Total of all active and inactive participants2013-07-0120
Total participants2013-07-0120
Number of participants with account balances2013-07-0120
2012: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0120
Total number of active participants reported on line 7a of the Form 55002012-07-0117
Number of other retired or separated participants entitled to future benefits2012-07-013
Total of all active and inactive participants2012-07-0120
Total participants2012-07-0120
Number of participants with account balances2012-07-0120
2011: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0118
Total number of active participants reported on line 7a of the Form 55002011-07-0119
Number of other retired or separated participants entitled to future benefits2011-07-011
Total of all active and inactive participants2011-07-0120
Total participants2011-07-0120
Number of participants with account balances2011-07-0120
2009: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0121
Total number of active participants reported on line 7a of the Form 55002009-07-0118
Number of other retired or separated participants entitled to future benefits2009-07-014
Total of all active and inactive participants2009-07-0122
Total participants2009-07-0122
Number of participants with account balances2009-07-0122

Financial Data on FRANKLIN WEST, INC. PROFIT SHARING PLAN

Measure Date Value
2018 : FRANKLIN WEST, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-06-30$683,245
Expenses. Total of all expenses incurred2018-06-30$1,315,677
Benefits paid (including direct rollovers)2018-06-30$1,273,834
Total plan assets at end of year2018-06-30$5,596,134
Total plan assets at beginning of year2018-06-30$6,228,566
Value of fidelity bond covering the plan2018-06-30$500,000
Total contributions received or receivable from participants2018-06-30$72,945
Other income received2018-06-30$390,300
Net income (gross income less expenses)2018-06-30$-632,432
Net plan assets at end of year (total assets less liabilities)2018-06-30$5,596,134
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$6,228,566
Total contributions received or receivable from employer(s)2018-06-30$220,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$41,843
2017 : FRANKLIN WEST, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-06-30$811,744
Expenses. Total of all expenses incurred2017-06-30$352,264
Benefits paid (including direct rollovers)2017-06-30$309,691
Total plan assets at end of year2017-06-30$6,228,566
Total plan assets at beginning of year2017-06-30$5,769,086
Value of fidelity bond covering the plan2017-06-30$500,000
Total contributions received or receivable from participants2017-06-30$84,766
Other income received2017-06-30$506,978
Net income (gross income less expenses)2017-06-30$459,480
Net plan assets at end of year (total assets less liabilities)2017-06-30$6,228,566
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$5,769,086
Total contributions received or receivable from employer(s)2017-06-30$220,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$42,573
2016 : FRANKLIN WEST, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-06-30$378,697
Expenses. Total of all expenses incurred2016-06-30$471,266
Benefits paid (including direct rollovers)2016-06-30$430,726
Total plan assets at end of year2016-06-30$5,769,086
Total plan assets at beginning of year2016-06-30$5,861,655
Value of fidelity bond covering the plan2016-06-30$500,000
Total contributions received or receivable from participants2016-06-30$84,848
Other income received2016-06-30$73,849
Net income (gross income less expenses)2016-06-30$-92,569
Net plan assets at end of year (total assets less liabilities)2016-06-30$5,769,086
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$5,861,655
Total contributions received or receivable from employer(s)2016-06-30$220,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$40,540
2015 : FRANKLIN WEST, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$276,679
Expenses. Total of all expenses incurred2015-06-30$768,056
Benefits paid (including direct rollovers)2015-06-30$724,223
Total plan assets at end of year2015-06-30$5,861,655
Total plan assets at beginning of year2015-06-30$6,353,032
Value of fidelity bond covering the plan2015-06-30$500,000
Total contributions received or receivable from participants2015-06-30$83,847
Other income received2015-06-30$-27,168
Net income (gross income less expenses)2015-06-30$-491,377
Net plan assets at end of year (total assets less liabilities)2015-06-30$5,861,655
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$6,353,032
Total contributions received or receivable from employer(s)2015-06-30$220,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$43,833
2014 : FRANKLIN WEST, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$1,038,019
Expenses. Total of all expenses incurred2014-06-30$380,878
Benefits paid (including direct rollovers)2014-06-30$337,761
Total plan assets at end of year2014-06-30$6,353,032
Total plan assets at beginning of year2014-06-30$5,695,891
Value of fidelity bond covering the plan2014-06-30$500,000
Total contributions received or receivable from participants2014-06-30$75,612
Other income received2014-06-30$732,407
Net income (gross income less expenses)2014-06-30$657,141
Net plan assets at end of year (total assets less liabilities)2014-06-30$6,353,032
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$5,695,891
Assets. Value of participant loans2014-06-30$37,651
Total contributions received or receivable from employer(s)2014-06-30$230,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$43,117
2013 : FRANKLIN WEST, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$767,042
Expenses. Total of all expenses incurred2013-06-30$404,094
Benefits paid (including direct rollovers)2013-06-30$364,120
Total plan assets at end of year2013-06-30$5,695,891
Total plan assets at beginning of year2013-06-30$5,332,943
Value of fidelity bond covering the plan2013-06-30$500,000
Total contributions received or receivable from participants2013-06-30$92,237
Other income received2013-06-30$461,955
Net income (gross income less expenses)2013-06-30$362,948
Net plan assets at end of year (total assets less liabilities)2013-06-30$5,695,891
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$5,332,943
Assets. Value of participant loans2013-06-30$24,652
Total contributions received or receivable from employer(s)2013-06-30$212,850
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$39,974
2012 : FRANKLIN WEST, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$329,099
Expenses. Total of all expenses incurred2012-06-30$374,695
Benefits paid (including direct rollovers)2012-06-30$337,066
Total plan assets at end of year2012-06-30$5,332,943
Total plan assets at beginning of year2012-06-30$5,378,539
Value of fidelity bond covering the plan2012-06-30$500,000
Total contributions received or receivable from participants2012-06-30$92,971
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$34,084
Net income (gross income less expenses)2012-06-30$-45,596
Net plan assets at end of year (total assets less liabilities)2012-06-30$5,332,943
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$5,378,539
Assets. Value of participant loans2012-06-30$44,742
Total contributions received or receivable from employer(s)2012-06-30$202,044
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$37,629

Form 5500 Responses for FRANKLIN WEST, INC. PROFIT SHARING PLAN

2017: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: FRANKLIN WEST, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number04840812
Policy instance 1
Insurance contract or identification number04840812
Number of Individuals Covered1
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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