2023 Form 5500 filing — Franchise Group, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924124814NAL0012788737001) for Franchise Group, Inc. 401(K) Plan, reported by Franchise Group, Inc. under EIN 27-3561876 and plan number 002. It reports 13,896 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924124814NAL0012788737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Franchise Group, Inc.
- EIN
- 27-3561876
- Plan number
- 002
- Location
- Delaware, OH
- Participants
- 13,896
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $159,109,772
- Total liabilities (EOY)
- $943,699
- Net assets (EOY)
- $158,166,073
- Employer contributions
- $0
- Participant contributions
- $11,337,008
- Total income / additions
- $35,860,297
- Benefits paid
- $17,738,253
- Administrative expenses
- $367,887
- Total expenses
- $18,149,118
- Net increase / (decrease)
- $17,711,179
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $252,561 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $100,141 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | ACCOUNTANT/AUDITOR | $8,050 | not reported in the loaded dataset |
| Caron & Bletzer Pllc | ACCOUNTANT/AUDITOR | $7,135 | not reported in the loaded dataset |