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FRANKLIN PRIMARY HEALTH CENTER, INC. TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameFRANKLIN PRIMARY HEALTH CENTER, INC. TAX DEFERRED ANNUITY PLAN
Plan identification number 001

FRANKLIN PRIMARY HEALTH CENTER, INC. TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

FRANKLIN PRIMARY HEALTH CENTER INC WELFARE BENEFIT PLAN-BCBS has sponsored the creation of one or more 401k plans.

Company Name:FRANKLIN PRIMARY HEALTH CENTER INC WELFARE BENEFIT PLAN-BCBS
Employer identification number (EIN):630695975
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANKLIN PRIMARY HEALTH CENTER, INC. TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHARLES WHITE2024-09-11
0012022-01-01CHARLES WHITE2023-08-08
0012021-01-01CHARLES WHITE2022-09-12
0012020-01-01CHARLES WHITE2021-10-11
0012019-01-01CHARLES WHITE2020-08-26
0012018-01-01CHARLES WHITE2019-03-29
0012017-01-01CHARLES WHITE2018-09-09 CHARLES WHITE2018-09-09
0012017-01-01CHARLES WHITE2018-10-15
0012016-01-01CHARLES WHITE2017-07-25
0012015-01-01CHARLES WHITE2016-07-23 CHARLES WHITE2016-07-23
0012014-01-01CHARLES WHITE2015-07-25 CHARLES WHITE2015-07-25
0012013-01-01CHARLES WHITE2014-08-01
0012012-01-01CHARLES WHITE2013-07-30
0012011-01-01CHARLES WHITE2012-07-06
0012010-01-01CHARLES WHITE2011-07-21
0012009-01-01CHARLES WHITE CHARLES WHITE2010-07-10

Financial Data on FRANKLIN PRIMARY HEALTH CENTER, INC. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2025 : FRANKLIN PRIMARY HEALTH CENTER, INC. TAX DEFERRED ANNUITY PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-24210
Net assets as of the end of the plan year2025-09-2465694
Total assets as of the beginning of the plan year2025-09-2459707
Value of plan covered by a fidelity bond2025-09-24364046
Other expenses paid from plan in this plan year2025-09-24210
Other income to plan in this plan year2025-09-246197
Plan net income in this plan year2025-09-245987
Net assets as of the end of the plan year2025-09-2465694
Net assets as of the beginning of the plan year2025-09-2459707
2024 : FRANKLIN PRIMARY HEALTH CENTER, INC. TAX DEFERRED ANNUITY PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-1170683
Net assets as of the end of the plan year2024-09-1159707
Total assets as of the beginning of the plan year2024-09-11116273
Value of plan covered by a fidelity bond2024-09-11364046
Other expenses paid from plan in this plan year2024-09-11240
Other income to plan in this plan year2024-09-1114117
Plan net income in this plan year2024-09-11-56566
Net assets as of the end of the plan year2024-09-1159707
Net assets as of the beginning of the plan year2024-09-11116273
2022 : FRANKLIN PRIMARY HEALTH CENTER, INC. TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-12240
Net assets as of the end of the plan year2022-09-12144680
Total assets as of the beginning of the plan year2022-09-12126440
Value of plan covered by a fidelity bond2022-09-12364046
Other expenses paid from plan in this plan year2022-09-12240
Other income to plan in this plan year2022-09-1218480
Plan net income in this plan year2022-09-1218240
Net assets as of the end of the plan year2022-09-12144680
Net assets as of the beginning of the plan year2022-09-12126440
2009 : FRANKLIN PRIMARY HEALTH CENTER, INC. TAX DEFERRED ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FRANKLIN PRIMARY HEALTH CENTER, INC. TAX DEFERRED ANNUITY PLAN

2009: FRANKLIN PRIMARY HEALTH CENTER, INC. TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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