401k Plan data: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN plan

FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 401k Plan overview

Plan Name	FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN
Plan identification number	001

FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FRANKLIN FINANCIAL has sponsored the creation of one or more 401k plans.

Company Name: FRANKLIN FINANCIAL

Employer identification number (EIN): 870270241

NAIC Classification: 522294
NAIC Description: Secondary Market Financing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 RICHARD A CHRISTENSON
001 2013-01-01 RICHARD A CHRISTENSON
001 2012-01-01 RICHARD A CHRISTENSON
001 2011-01-01 RICHARD CHRISTENSON
001 2009-01-01 RICHARD CHRISTENSON
001 2009-01-01 RICHARD CHRISTENSON
001 2009-01-01 RICHARD CHRISTENSON

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	RICHARD A CHRISTENSON
001	2013-01-01	RICHARD A CHRISTENSON
001	2012-01-01	RICHARD A CHRISTENSON
001	2011-01-01	RICHARD CHRISTENSON
001	2009-01-01	RICHARD CHRISTENSON
001	2009-01-01	RICHARD CHRISTENSON
001	2009-01-01	RICHARD CHRISTENSON

Plan Statistics for FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN

401k plan membership statisitcs for FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN

Measure Date Value
2014: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Total participants 2011-01-01 0
2009: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 0
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Total participants	2011-01-01	0
2009: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	0
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN

Measure	Date	Value
2014 : FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$0
Expenses. Total of all expenses incurred	2014-12-31	$149,091
Benefits paid (including direct rollovers)	2014-12-31	$53,686
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$149,091
Assets. Value of loans (other than to participants)	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$95,405
Net income (gross income less expenses)	2014-12-31	$-149,091
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$149,091
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$0
Assets. Value of real-estate (other than employer real property)	2014-12-31	$0
2013 : FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-1,844
Expenses. Total of all expenses incurred	2013-12-31	$-77,817
Benefits paid (including direct rollovers)	2013-12-31	$3,315
Total plan assets at end of year	2013-12-31	$149,091
Total plan assets at beginning of year	2013-12-31	$73,118
Value of fidelity bond covering the plan	2013-12-31	$230,000
Assets. Value of loans (other than to participants)	2013-12-31	$69,318
Expenses. Other expenses not covered elsewhere	2013-12-31	$-81,132
Other income received	2013-12-31	$-1,844
Net income (gross income less expenses)	2013-12-31	$75,973
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$149,091
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$73,118
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2013-12-31	$69,318
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$23,280
Assets. Value of real-estate (other than employer real property)	2013-12-31	$41,963
2012 : FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$48,281
Expenses. Total of all expenses incurred	2012-12-31	$923,103
Benefits paid (including direct rollovers)	2012-12-31	$716,221
Total plan assets at end of year	2012-12-31	$73,118
Total plan assets at beginning of year	2012-12-31	$947,940
Value of fidelity bond covering the plan	2012-12-31	$230,000
Assets. Value of loans (other than to participants)	2012-12-31	$69,318
Expenses. Other expenses not covered elsewhere	2012-12-31	$205,548
Other income received	2012-12-31	$48,281
Net income (gross income less expenses)	2012-12-31	$-874,822
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$73,118
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$947,940
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-12-31	$69,318
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$-56,293
Assets. Value of real-estate (other than employer real property)	2012-12-31	$41,963
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,334
2011 : FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$9,924
Total income from all sources	2011-12-31	$38,673
Expenses. Total of all expenses incurred	2011-12-31	$378,062
Benefits paid (including direct rollovers)	2011-12-31	$375,946
Total plan assets at end of year	2011-12-31	$947,940
Total plan assets at beginning of year	2011-12-31	$1,298,318
Value of fidelity bond covering the plan	2011-12-31	$230,000
Total contributions received or receivable from participants	2011-12-31	$27,913
Assets. Value of loans (other than to participants)	2011-12-31	$679,157
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,116
Other income received	2011-12-31	$10,760
Net income (gross income less expenses)	2011-12-31	$-339,389
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$947,940
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,288,394
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$-55,145
Assets. Value of real-estate (other than employer real property)	2011-12-31	$41,963
Total contributions received or receivable from employer(s)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$42,654
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$9,924
Total plan liabilities at beginning of year	2010-12-31	$15,000
Total income from all sources	2010-12-31	$1,400
Expenses. Total of all expenses incurred	2010-12-31	$430,913
Benefits paid (including direct rollovers)	2010-12-31	$427,192
Total plan assets at end of year	2010-12-31	$1,298,318
Total plan assets at beginning of year	2010-12-31	$1,732,908
Value of fidelity bond covering the plan	2010-12-31	$230,000
Total contributions received or receivable from participants	2010-12-31	$9,219
Assets. Value of loans (other than to participants)	2010-12-31	$698,739
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,721
Other income received	2010-12-31	$-7,819
Net income (gross income less expenses)	2010-12-31	$-429,513
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,288,394
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,717,908
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$-52,011
Assets. Value of real-estate (other than employer real property)	2010-12-31	$92,778
Total contributions received or receivable from employer(s)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$34,657
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN

2014: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: FRANKLIN FINANCIAL CASH OR DEFERRED PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE ANNUITY (National Association of Insurance Commissioners NAIC id number: 69507 )

Policy contract number

126901E2K

Policy instance

Insurance contract or identification number	126901E2K
Number of Individuals Covered	1

JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90425 )

Policy contract number

JH2182074

Policy instance

Insurance contract or identification number	JH2182074
Number of Individuals Covered	1

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Company Name:	FRANKLIN FINANCIAL
Employer identification number (EIN):	870270241
NAIC Classification:	522294
NAIC Description:	Secondary Market Financing