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FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameFRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN
Plan identification number 001

FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE FRANKLIN INVESTMENT CORP DBA FRANKLIN INDUSTRIES has sponsored the creation of one or more 401k plans.

Company Name:THE FRANKLIN INVESTMENT CORP DBA FRANKLIN INDUSTRIES
Employer identification number (EIN):412051057
NAIC Classification:331400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01TAMARA J. BOUGHNER2021-10-13 TAMARA J. BOUGHNER2021-10-13
0012019-01-01TAMARA J. BOUGHNER2020-10-15 TAMARA J. BOUGHNER2020-10-15
0012018-01-01TAMARA J. BOUGHNER2019-10-15 TAMARA J. BOUGHNER2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ROBERT HARLING
0012013-01-01ROBERT HARLING
0012012-01-01DEBBIE NEAL2014-08-06
0012011-01-01DEBBIE NEAL2012-06-28 DEBBIE NEAL2012-06-28
0012010-01-01DEBBIE NEAL2011-07-06 DEBBIE NEAL2011-07-06

Plan Statistics for FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01152
Total number of active participants reported on line 7a of the Form 55002022-01-01104
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01150
Number of participants with account balances2022-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01146
Total number of active participants reported on line 7a of the Form 55002021-01-0188
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0190
Number of participants with account balances2021-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01145
Total number of active participants reported on line 7a of the Form 55002020-01-0195
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01130
Number of participants with account balances2020-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01145
Total number of active participants reported on line 7a of the Form 55002019-01-01112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01137
Number of participants with account balances2019-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01143
Total number of active participants reported on line 7a of the Form 55002018-01-01116
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01129
Number of participants with account balances2018-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01130
Total number of active participants reported on line 7a of the Form 55002017-01-01121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01126
Number of participants with account balances2017-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01137
Total number of active participants reported on line 7a of the Form 55002016-01-01119
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01129
Number of participants with account balances2016-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01146
Total number of active participants reported on line 7a of the Form 55002015-01-01123
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-018
Total of all active and inactive participants2015-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01131
Number of participants with account balances2015-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01156
Total number of active participants reported on line 7a of the Form 55002014-01-01120
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01133
Number of participants with account balances2014-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01160
Total number of active participants reported on line 7a of the Form 55002013-01-01125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01140
Number of participants with account balances2013-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012

Financial Data on FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022 : FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$4,694
Total of all expenses incurred2022-12-31$620,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$579,267
Expenses. Certain deemed distributions of participant loans2022-12-31$269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$454,364
Value of total assets at end of year2022-12-31$3,055,268
Value of total assets at beginning of year2022-12-31$3,670,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$40,700
Total interest from all sources2022-12-31$4,234
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$96,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$96,912
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$312,566
Participant contributions at end of year2022-12-31$96,870
Participant contributions at beginning of year2022-12-31$101,250
Participant contributions at end of year2022-12-31$716
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$5,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-615,542
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,055,268
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,670,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$34,713
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,520,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,263,231
Interest on participant loans2022-12-31$4,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$114,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$322,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$306,329
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-555,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$141,798
Employer contributions (assets) at end of year2022-12-31$312
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$579,267
Contract administrator fees2022-12-31$5,987
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCGILL POWER BELL AND ASSOCIATES
Accountancy firm EIN2022-12-31251031405
2021 : FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$856,554
Total of all expenses incurred2021-12-31$339,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$284,545
Expenses. Certain deemed distributions of participant loans2021-12-31$15,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$395,813
Value of total assets at end of year2021-12-31$3,670,810
Value of total assets at beginning of year2021-12-31$3,153,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$39,730
Total interest from all sources2021-12-31$3,777
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$130,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$130,973
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$273,410
Participant contributions at end of year2021-12-31$101,250
Participant contributions at beginning of year2021-12-31$81,753
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$7,413
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$517,083
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,670,810
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,153,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$37,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,263,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,840,190
Interest on participant loans2021-12-31$3,777
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$306,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$220,835
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$325,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$122,403
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$3,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$284,545
Contract administrator fees2021-12-31$2,116
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCGILL POWER BELL AND ASSOCIATES
Accountancy firm EIN2021-12-31251031405
2020 : FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$790,956
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$510,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$472,375
Expenses. Certain deemed distributions of participant loans2020-12-31$4,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$390,059
Value of total assets at end of year2020-12-31$3,153,727
Value of total assets at beginning of year2020-12-31$2,873,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,138
Total interest from all sources2020-12-31$3,513
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$75,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$75,775
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$271,079
Participant contributions at end of year2020-12-31$81,753
Participant contributions at beginning of year2020-12-31$56,250
Participant contributions at end of year2020-12-31$7,413
Participant contributions at beginning of year2020-12-31$1,489
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$22
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$280,635
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,153,727
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,873,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$31,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,840,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,733,377
Interest on participant loans2020-12-31$3,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$220,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$81,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$321,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$118,958
Employer contributions (assets) at end of year2020-12-31$3,536
Employer contributions (assets) at beginning of year2020-12-31$517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$472,375
Contract administrator fees2020-12-31$1,793
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MCGILL POWER BELL AND ASSOCIATES
Accountancy firm EIN2020-12-31251031405
2019 : FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$864,099
Total income from all sources (including contributions)2019-12-31$864,099
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$389,924
Total of all expenses incurred2019-12-31$389,924
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$343,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$343,708
Expenses. Certain deemed distributions of participant loans2019-12-31$14,714
Expenses. Certain deemed distributions of participant loans2019-12-31$14,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$350,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$350,118
Value of total assets at end of year2019-12-31$2,873,092
Value of total assets at end of year2019-12-31$2,873,092
Value of total assets at beginning of year2019-12-31$2,398,917
Value of total assets at beginning of year2019-12-31$2,398,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,502
Total interest from all sources2019-12-31$3,196
Total interest from all sources2019-12-31$3,196
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$85,472
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$85,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$85,472
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$85,472
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$242,417
Contributions received from participants2019-12-31$242,417
Participant contributions at end of year2019-12-31$56,250
Participant contributions at end of year2019-12-31$56,250
Participant contributions at beginning of year2019-12-31$68,677
Participant contributions at beginning of year2019-12-31$68,677
Participant contributions at end of year2019-12-31$1,489
Participant contributions at end of year2019-12-31$1,489
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$474,175
Value of net income/loss2019-12-31$474,175
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,873,092
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,873,092
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,398,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$28,900
Investment advisory and management fees2019-12-31$28,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,733,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,733,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,164,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,164,502
Interest on participant loans2019-12-31$3,196
Interest on participant loans2019-12-31$3,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$81,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$81,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$165,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$165,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$425,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$425,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$107,701
Contributions received in cash from employer2019-12-31$107,701
Employer contributions (assets) at end of year2019-12-31$517
Employer contributions (assets) at end of year2019-12-31$517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$343,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$343,708
Contract administrator fees2019-12-31$2,602
Contract administrator fees2019-12-31$2,602
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCGILL POWER BELL AND ASSOCIATES
Accountancy firm name2019-12-31MCGILL POWER BELL AND ASSOCIATES
Accountancy firm EIN2019-12-31251031405
Accountancy firm EIN2019-12-31251031405
2018 : FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$209,903
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$129,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$127,699
Expenses. Certain deemed distributions of participant loans2018-12-31$1,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$367,468
Value of total assets at end of year2018-12-31$2,398,917
Value of total assets at beginning of year2018-12-31$2,318,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$3,111
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$246,856
Participant contributions at end of year2018-12-31$68,677
Participant contributions at beginning of year2018-12-31$66,015
Participant contributions at beginning of year2018-12-31$129
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,489
Other income not declared elsewhere2018-12-31$32
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$80,339
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,398,917
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,318,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,164,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,089,408
Interest on participant loans2018-12-31$3,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$11,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$11,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$165,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$151,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-160,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$110,123
Employer contributions (assets) at beginning of year2018-12-31$63
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$127,699
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MCGILL POWER BELL AND ASSOCIATES
Accountancy firm EIN2018-12-31251031405
2017 : FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$562,639
Total of all expenses incurred2017-12-31$164,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$132,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$339,932
Value of total assets at end of year2017-12-31$2,318,578
Value of total assets at beginning of year2017-12-31$1,920,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,758
Total interest from all sources2017-12-31$2,415
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$43,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$200,796
Participant contributions at end of year2017-12-31$66,015
Participant contributions at beginning of year2017-12-31$47,447
Participant contributions at end of year2017-12-31$129
Participant contributions at beginning of year2017-12-31$2,458
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$50,000
Administrative expenses (other) incurred2017-12-31$31,758
Total non interest bearing cash at beginning of year2017-12-31$211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$398,262
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,318,578
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,920,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,089,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$391,312
Interest on participant loans2017-12-31$2,387
Value of interest in common/collective trusts at beginning of year2017-12-31$1,342,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$11,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$135,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$135,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$28
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$151,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$85,395
Net investment gain or loss from common/collective trusts2017-12-31$91,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$89,136
Employer contributions (assets) at end of year2017-12-31$63
Employer contributions (assets) at beginning of year2017-12-31$855
Income. Dividends from common stock2017-12-31$43,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$132,619
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MCGILL POWER BELL AND ASSOCIATES
Accountancy firm EIN2017-12-31251031405
2016 : FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,875
Total income from all sources (including contributions)2016-12-31$381,930
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$521,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$488,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$270,927
Value of total assets at end of year2016-12-31$1,920,316
Value of total assets at beginning of year2016-12-31$2,061,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,613
Total interest from all sources2016-12-31$2,146
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$16,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$16,567
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$185,530
Participant contributions at end of year2016-12-31$47,447
Participant contributions at beginning of year2016-12-31$59,937
Participant contributions at end of year2016-12-31$2,458
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,875
Other income not declared elsewhere2016-12-31$51
Administrative expenses (other) incurred2016-12-31$13,606
Total non interest bearing cash at end of year2016-12-31$211
Total non interest bearing cash at beginning of year2016-12-31$1,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-139,147
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,920,316
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,059,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$19,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$391,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$555,156
Interest on participant loans2016-12-31$2,130
Value of interest in common/collective trusts at end of year2016-12-31$1,342,959
Value of interest in common/collective trusts at beginning of year2016-12-31$1,278,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$135,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$165,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$165,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$31,979
Net investment gain or loss from common/collective trusts2016-12-31$60,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$80,319
Employer contributions (assets) at end of year2016-12-31$855
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$488,464
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BAUKNIGHT, PIETRAS & STORMER, P.A.
Accountancy firm EIN2016-12-31570940019
2015 : FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,127
Total income from all sources (including contributions)2015-12-31$220,778
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$553,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$518,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$267,348
Value of total assets at end of year2015-12-31$2,061,338
Value of total assets at beginning of year2015-12-31$2,394,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,964
Total interest from all sources2015-12-31$2,020
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$22,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$22,965
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$181,301
Participant contributions at end of year2015-12-31$59,937
Participant contributions at beginning of year2015-12-31$64,090
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,127
Other income not declared elsewhere2015-12-31$150
Administrative expenses (other) incurred2015-12-31$19,401
Total non interest bearing cash at end of year2015-12-31$1,875
Total non interest bearing cash at beginning of year2015-12-31$8,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-332,401
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,059,463
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,391,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$555,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$579,780
Interest on participant loans2015-12-31$2,006
Value of interest in common/collective trusts at end of year2015-12-31$1,278,614
Value of interest in common/collective trusts at beginning of year2015-12-31$1,567,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$165,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$175,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$175,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-43,404
Net investment gain or loss from common/collective trusts2015-12-31$-28,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$78,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$518,215
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BAUKNIGHT, PIETRAS & STORMER, P.A.
Accountancy firm EIN2015-12-31570940019
2014 : FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$72,503
Total income from all sources (including contributions)2014-12-31$374,381
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$231,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$191,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$262,176
Value of total assets at end of year2014-12-31$2,394,991
Value of total assets at beginning of year2014-12-31$2,321,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,937
Total interest from all sources2014-12-31$3,381
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$19,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$19,880
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$182,013
Participant contributions at end of year2014-12-31$64,090
Participant contributions at beginning of year2014-12-31$75,545
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$639
Other income not declared elsewhere2014-12-31$-58
Administrative expenses (other) incurred2014-12-31$21,345
Total non interest bearing cash at end of year2014-12-31$8,083
Total non interest bearing cash at beginning of year2014-12-31$72,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$143,192
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,391,864
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,248,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$18,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$579,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,905,016
Interest on participant loans2014-12-31$3,360
Value of interest in common/collective trusts at end of year2014-12-31$1,567,995
Value of interest in common/collective trusts at beginning of year2014-12-31$59,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$175,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$208,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$208,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$40,980
Net investment gain or loss from common/collective trusts2014-12-31$48,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$80,163
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$80
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$191,252
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$71,864
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BAUKNIGHT, PIETRAS & STORMER, P.A.
Accountancy firm EIN2014-12-31570940019
2013 : FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$72,503
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$618,831
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$681,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$651,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$290,254
Value of total assets at end of year2013-12-31$2,321,175
Value of total assets at beginning of year2013-12-31$2,311,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,696
Total interest from all sources2013-12-31$6,225
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$22,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$22,358
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$183,306
Participant contributions at end of year2013-12-31$75,545
Participant contributions at beginning of year2013-12-31$54,799
Participant contributions at end of year2013-12-31$316
Participant contributions at beginning of year2013-12-31$3,897
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$26,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$16,259
Total non interest bearing cash at end of year2013-12-31$72,503
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-62,363
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,248,672
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,311,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$13,437
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,905,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,250,566
Interest on participant loans2013-12-31$6,209
Value of interest in common/collective trusts at end of year2013-12-31$59,705
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$208,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$299,591
Net investment gain or loss from common/collective trusts2013-12-31$403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$80,631
Employer contributions (assets) at end of year2013-12-31$80
Employer contributions (assets) at beginning of year2013-12-31$1,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$651,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Liabilities. Value of benefit claims payable at end of year2013-12-31$71,864
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BAUKNIGHT, PIETRAS & STORMER, P.A.
Accountancy firm EIN2013-12-31570940019

Form 5500 Responses for FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN

2022: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FRANKLIN INDUSTRIES COMPANY EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number352-80078
Policy instance 1
Insurance contract or identification number352-80078
Number of Individuals Covered101
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $959
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $959
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number352-80078
Policy instance 1
Insurance contract or identification number352-80078
Number of Individuals Covered114
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $799
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $799
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number352-80078
Policy instance 1
Insurance contract or identification number352-80078
Number of Individuals Covered130
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $553
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $553
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number352-80078
Policy instance 1
Insurance contract or identification number352-80078
Number of Individuals Covered93
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $469
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $469
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number352-80078
Policy instance 1
Insurance contract or identification number352-80078
Number of Individuals Covered80
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $472
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $472
Amount paid for insurance broker fees0
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number352-80078
Policy instance 1
Insurance contract or identification number352-80078
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $116
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $116
Insurance broker organization code?3
Insurance broker nameSTIFEL NICOLAUS & CO INC

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