2023 Form 5500 filing — Franklin Bookkeeping Services, Inc. 401k 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 20241015184921NAL0015276419001) for Franklin Bookkeeping Services, Inc. 401k Plan, reported by Franklin Bookkeeping Services, I under EIN 16-1644730 and plan number 001. It reports 531 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)$4.2MReported net assets$4,207,799
Participants531
Provider compensation$14.2K3 Schedule C row(s)$14,153
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015184921NAL0015276419001
Plan sponsor
Franklin Bookkeeping Services, I
EIN
16-1644730
Plan number
001
Location
Shreveport, LA
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)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$662.3K
Benefits paid / distributions$627.9K
Contributions
Employer$134.4K
Participant$518.5K
Full reported line items
Total assets (EOY)
$4,207,799
Total liabilities (EOY)
$0
Net assets (EOY)
$4,207,799
Employer contributions
$134,382
Participant contributions
$518,541
Total income / additions
$1,108,873
Benefits paid
$627,941
Administrative expenses
$14,154
Total expenses
$662,328
Net increase / (decrease)
$446,545
Schedule C

Reported service provider compensation

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

  1. 1
    P&N$7.5K
    ACCOUNTANT · Direct $7.5K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $6.7K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015184921NAL0015276419001 cover?
It is the 2023 Form 5500 filing for Franklin Bookkeeping Services, Inc. 401k Plan, reported by Franklin Bookkeeping Services, I (EIN 16-1644730).
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