2023 Form 5500 filing — Franklin Mutual Profit Sharing 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 20260420063849NAL0000626115001) for Franklin Mutual Profit Sharing Plan, reported by Franklin Mutual Insurance Company under EIN 22-0923502 and plan number 002. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260420063849NAL0000626115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Franklin Mutual Insurance Company
- EIN
- 22-0923502
- Plan number
- 002
- Location
- Branchville, NJ
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,226,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,226,838
- Employer contributions
- $1,710,063
- Participant contributions
- $460,799
- Total income / additions
- $6,275,182
- Benefits paid
- $2,543,418
- Administrative expenses
- $0
- Total expenses
- $2,543,418
- Net increase / (decrease)
- $3,731,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Century Investment Inc | NONE | $0 | $0 |
| Putnam Investment , LLC | NONE | $0 | $0 |
| Fidelity & Research Company | NONE | $0 | $0 |
| Artisan Partners Limited Partnershi | NONE | $0 | $0 |