R.T. FRANKIAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R.T. FRANKIAN & ASSOCIATES 401K RETIREMENT PLAN
401k plan membership statisitcs for R.T. FRANKIAN & ASSOCIATES 401K RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025: R.T. FRANKIAN & ASSOCIATES 401K RETIREMENT PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-08-26 | 21 |
| Total number of particpants at end of year | 2025-08-26 | 15 |
| Number of Participants With Account Balances | 2025-08-26 | 13 |
| 2024: R.T. FRANKIAN & ASSOCIATES 401K RETIREMENT PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-09-18 | 20 |
| Total number of particpants at end of year | 2024-09-18 | 21 |
| Number of Participants With Account Balances | 2024-09-18 | 21 |
| 2015: R.T. FRANKIAN & ASSOCIATES 401K RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 17 |
| Number of participants with account balances | 2015-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: R.T. FRANKIAN & ASSOCIATES 401K RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 15 |
| 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 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 18 |
| Number of participants with account balances | 2014-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: R.T. FRANKIAN & ASSOCIATES 401K RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16 |
| 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 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 18 |
| Number of participants with account balances | 2013-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : R.T. FRANKIAN & ASSOCIATES 401K RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-26 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-26 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-26 | 101631 |
| Net assets as of the end of the plan year | 2025-08-26 | 2384380 |
| Total assets as of the beginning of the plan year | 2025-08-26 | 2105830 |
| Value of plan covered by a fidelity bond | 2025-08-26 | 350000 |
| Participant contributions to plan in this plan year | 2025-08-26 | 97321 |
| Value of participant loans at end of plan year | 2025-08-26 | 8000 |
| Other expenses paid from plan in this plan year | 2025-08-26 | 0 |
| Other contributions to plan in this plan year | 2025-08-26 | 0 |
| Other income to plan in this plan year | 2025-08-26 | 245341 |
| Plan net income in this plan year | 2025-08-26 | 278550 |
| Net assets as of the end of the plan year | 2025-08-26 | 2384380 |
| Net assets as of the beginning of the plan year | 2025-08-26 | 2105830 |
| Employer contributions to plan in this plan year | 2025-08-26 | 37519 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-26 | 19174 |
| 2024 : R.T. FRANKIAN & ASSOCIATES 401K RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-18 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-18 | 17950 |
| Net assets as of the end of the plan year | 2024-09-18 | 2105830 |
| Total assets as of the beginning of the plan year | 2024-09-18 | 1802056 |
| Value of plan covered by a fidelity bond | 2024-09-18 | 350000 |
| Participant contributions to plan in this plan year | 2024-09-18 | 99358 |
| Value of participant loans at end of plan year | 2024-09-18 | 2286 |
| Other expenses paid from plan in this plan year | 2024-09-18 | 0 |
| Other contributions to plan in this plan year | 2024-09-18 | 1510 |
| Other income to plan in this plan year | 2024-09-18 | 188377 |
| Plan net income in this plan year | 2024-09-18 | 303774 |
| Net assets as of the end of the plan year | 2024-09-18 | 2105830 |
| Net assets as of the beginning of the plan year | 2024-09-18 | 1802056 |
| Employer contributions to plan in this plan year | 2024-09-18 | 32479 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-18 | 15179 |
| 2015 : R.T. FRANKIAN & ASSOCIATES 401K RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $41,634 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $82 |
| Total plan assets at end of year | 2015-12-31 | $1,803,297 |
| Total plan assets at beginning of year | 2015-12-31 | $1,761,745 |
| Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $54,863 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $82 |
| Other income received | 2015-12-31 | $-13,229 |
| Net income (gross income less expenses) | 2015-12-31 | $41,552 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,803,297 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,761,745 |
| Assets. Value of participant loans | 2015-12-31 | $6,697 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : R.T. FRANKIAN & ASSOCIATES 401K RETIREMENT PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $110 |
| Total income from all sources | 2014-12-31 | $138,842 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $4,308 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,761,745 |
| Total plan assets at beginning of year | 2014-12-31 | $1,627,101 |
| Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $61,757 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $178 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $77,085 |
| Net income (gross income less expenses) | 2014-12-31 | $134,534 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,761,745 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,627,101 |
| Assets. Value of participant loans | 2014-12-31 | $16,730 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $4,130 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : R.T. FRANKIAN & ASSOCIATES 401K RETIREMENT PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $300,555 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $4,608 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $1,627,101 |
| Total plan assets at beginning of year | 2013-12-31 | $1,331,154 |
| Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $50,509 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $132 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $250,046 |
| Net income (gross income less expenses) | 2013-12-31 | $295,947 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,627,101 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,331,154 |
| Assets. Value of participant loans | 2013-12-31 | $25,530 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $4,476 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2015: R.T. FRANKIAN & ASSOCIATES 401K RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: R.T. FRANKIAN & ASSOCIATES 401K RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: R.T. FRANKIAN & ASSOCIATES 401K RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
