Franjo Construction Retirement Plan — Form 5500 plan (Franjo Construction Corporation)
Plain-English plan 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, Franjo Construction Retirement Plan is a benefit plan reported by Franjo Construction Corporation under EIN 23-2880447 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $9,355,781 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Franjo Construction Corporation
- EIN
- 23-2880447
- Plan number
- 001
- Plan type
- 2
- Location
- Homestead, PA
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $9,355,781
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20241015082613NAL0048484928001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,355,781
- Total liabilities (EOY)
- $3,031
- Net assets (EOY)
- $9,352,750
- Net assets (BOY)
- $7,642,696
Income & contributions
- Employer contributions
- $339,303
- Participant contributions
- $360,291
- Total contributions
- $801,689
- Total income / additions
- $2,072,668
Expenses & distributions
- Benefits paid
- $349,787
- Administrative expenses
- $59,188
- Total expenses
- $410,072
- Net increase / (decrease)
- $1,662,596
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $27,449 | $0 | 2023 |
| Robert W Baird & Co Incorporated | INVESTMENT ADVISOR | $24,330 | not reported in the loaded dataset | 2023 |
| Dunbar Bender & Zapf Inc | TPA | $7,409 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Franjo Construction Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Homestead, PA
- Empower Annuity Insurance Company — Schedule C compensation
- Robert W Baird & Co Incorporated — Schedule C compensation
- Dunbar Bender & Zapf Inc — Schedule C compensation