2023 Form 5500 filing — Franklin Enterprises 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 20241015154550NAL0048739504001) for Franklin Enterprises 401(K) Plan, reported by Chestnut Hill South LLC under EIN 06-0886642 and plan number 001. It reports 201 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)$14.6MReported net assets$14,637,677
Participants201
Provider compensation$5.5K1 Schedule C row(s)$5,476
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015154550NAL0048739504001
Plan sponsor
Chestnut Hill South LLC
EIN
06-0886642
Plan number
001
Location
New Haven, CT
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)$14.6M total assets
Net assets$14.6MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$422.6K
Benefits paid / distributions$417.2K
Contributions
Employer$292.9K
Participant$663K
Full reported line items
Total assets (EOY)
$14,637,677
Total liabilities (EOY)
$0
Net assets (EOY)
$14,637,677
Employer contributions
$292,915
Participant contributions
$662,981
Total income / additions
$3,068,902
Benefits paid
$417,164
Administrative expenses
$5,476
Total expenses
$422,640
Net increase / (decrease)
$2,646,262
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $5.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015154550NAL0048739504001 cover?
It is the 2023 Form 5500 filing for Franklin Enterprises 401(K) Plan, reported by Chestnut Hill South LLC (EIN 06-0886642).
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).

Related Form 5500 pages