Franklin Management, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Franklin Management, Inc. (EIN 46-0811690) is a plan sponsor located in Somerset, KY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
46-0811690
Location
Somerset, KY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,972,964
Total reported liabilities (EOY)
$57,952
Total reported net assets (EOY)
$14,915,012

Contributions & income

Employer contributions
$772,826
Participant contributions
$1,967,706
Total income / additions
$4,885,393

Expenses & distributions

Benefits paid / distributions
$1,265,882
Total expenses
$1,398,243
Net increase / (decrease)
$3,487,150

Coverage

Total reported participants
1,354
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Franklin Management, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Don Franklin Auto 401(K) Plan001813$14,972,9642023
Franklin Management, Inc. Group Health And Welfare Benefit Plan510541not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Franklin Management, Inc.
YearPlanParticipantsSchedulesFiling
2023Franklin Management, Inc. Group Health And Welfare Benefit Plan54120240730143822NAL0020931537001
2023Don Franklin Auto 401(K) Plan813H, C20241014081428NAL0025705153001

Related Form 5500 pages