Franke Usa Holding, Inc. Savings Plus Plan — Form 5500 plan (Franke Usa Holding 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, Franke Usa Holding, Inc. Savings Plus Plan is a benefit plan reported by Franke Usa Holding Inc. under EIN 51-0367592 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,043 participants and $71,707,026 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Franke Usa Holding Inc.
EIN
51-0367592
Plan number
003
Plan type
2
Location
Smyrna, TN
Latest filing year
2023
Participants
1,043
End-of-year plan assets
$71,707,026

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,043H, C20241010181656NAL0021592177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,707,026
Total liabilities (EOY)
$0
Net assets (EOY)
$71,707,026
Net assets (BOY)
$65,309,493

Income & contributions

Employer contributions
$2,287,151
Participant contributions
$4,487,327
Total contributions
$7,442,760
Total income / additions
$19,412,655

Expenses & distributions

Benefits paid
$12,917,576
Administrative expenses
$91,604
Total expenses
$13,015,122
Net increase / (decrease)
$6,397,533

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning LLCADVISOR$47,412not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$25,515$02023
Lockton Investment AdvisorsADVISOR$14,894not reported in the loaded dataset2023

Related Form 5500 pages