Franklin Johnston Group 401(K) Plan — Form 5500 plan (The Franklin Johnston Group Management & Development, LLC)
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 Johnston Group 401(K) Plan is a benefit plan reported by The Franklin Johnston Group Management & Development, LLC under EIN 46-2209448 and plan number 001. The latest loaded filing year is 2023. The filing reports 600 participants and $7,502,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Franklin Johnston Group Management & Development, LLC
- EIN
- 46-2209448
- Plan number
- 001
- Plan type
- 2
- Location
- Virginia Beach, VA
- Latest filing year
- 2023
- Participants
- 600
- End-of-year plan assets
- $7,502,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 600 | H, C | 20240924135502NAL0004734547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,502,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,502,491
- Net assets (BOY)
- $5,286,253
Income & contributions
- Employer contributions
- $552,992
- Participant contributions
- $1,287,139
- Total contributions
- $1,944,588
- Total income / additions
- $2,941,813
Expenses & distributions
- Benefits paid
- $629,779
- Administrative expenses
- $74,482
- Total expenses
- $725,575
- Net increase / (decrease)
- $2,216,238
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $56,316 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $6,944 | not reported in the loaded dataset | 2023 |
| Wall Einhorn & Chernitzer Pc | AUDITOR | $6,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,222 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Franklin Johnston Group Management & Development, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Virginia Beach, VA
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Wall Einhorn & Chernitzer Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation