Franklin Logistics Inc. 401(K) Plan — Form 5500 plan (Franklin Logistics Inc.)

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, Franklin Logistics Inc. 401(K) Plan is a benefit plan reported by Franklin Logistics Inc. under EIN 35-1821968 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,354 participants and $9,183,057 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Franklin Logistics Inc.
EIN
35-1821968
Plan number
001
Plan type
2
Location
Roaring Springs, PA
Latest filing year
2023
Participants
2,354
End-of-year plan assets
$9,183,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,354H, C20241015103452NAL0047384912001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,183,057
Total liabilities (EOY)
$0
Net assets (EOY)
$9,183,057
Net assets (BOY)
$9,662,153

Income & contributions

Employer contributions
$70,140
Participant contributions
$618,911
Total contributions
$714,163
Total income / additions
$2,002,693

Expenses & distributions

Benefits paid
$2,437,251
Administrative expenses
$44,538
Total expenses
$2,481,789
Net increase / (decrease)
-$479,096

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameriserv Trust & Financial ServiceTRUSTEE$44,538not reported in the loaded dataset2023

Related Form 5500 pages