2023 Form 5500 filing — Franklin Industries Employees Retirement 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 20241010135458NAL0020210833001) for Franklin Industries Employees Retirement Plan, reported by The Franklin Investment Corporation Dba Franklin Industries under EIN 41-2051057 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.3MReported net assets$3,326,251

Participants175

Provider compensation$62.6K6 Schedule C row(s)$62,576

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010135458NAL0020210833001
Plan sponsor: The Franklin Investment Corporation Dba Franklin Industries
EIN: 41-2051057
Plan number: 001
Location: Franklin, PA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.3M total assets

Net assets$3.3MLiabilities—

Money in vs. money out

Total income / additions$951.5K

Total expenses$680.5K

Benefits paid / distributions$624.9K

Contributions

Employer$163.9K

Participant$355.7K

Full reported line items

Total assets (EOY): $3,326,251
Net assets (EOY): $3,326,251
Employer contributions: $163,866
Participant contributions: $355,657
Total income / additions: $951,465
Benefits paid: $624,931
Administrative expenses: $44,137
Total expenses: $680,482
Net increase / (decrease): $270,983

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Nationwide$32.8K
INVESTMENT ADVISORY · Direct $32.8K · Indirect $0
2
Stifel Nicolaus And Co Inc$10.5K
BROKER · Direct $0 · Indirect $10.5K
3
Definiti, LLC$10.1K
THIRD PARTY ADMINISTRATO · Direct $2K · Indirect $8.1K
4
Nationwide$5.3K
INVESTMENT ADVISORY · Direct $0 · Indirect $5.3K
5
Iron Co Fid Traditional$3.2K
ADVISOR · Direct $3.2K · Indirect $0
6
Nationwide$661
INVESTMENT ADVISORY · Direct $0 · Indirect $661

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010135458NAL0020210833001 cover?: It is the 2023 Form 5500 filing for Franklin Industries Employees Retirement Plan, reported by The Franklin Investment Corporation Dba Franklin Industries (EIN 41-2051057).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).