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JOHN FRANKLIN RETIREMENT PLAN 401k Plan overview

Plan NameJOHN FRANKLIN RETIREMENT PLAN
Plan identification number 001

JOHN FRANKLIN RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JOHN FRANKLIN has sponsored the creation of one or more 401k plans.

Company Name:JOHN FRANKLIN
Employer identification number (EIN):133030066
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN FRANKLIN RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01EDWARD GREENBERG
0012016-01-01EDWARD GREENBERG
0012015-01-01EDWARD GREENBERG
0012014-01-01EDWARD GREENBERG
0012014-01-01EDWARD GREENBERG
0012013-01-01EDWARD GREENBERG
0012012-01-01EDWARD GREENBERG
0012011-01-01EDWARD GREENBERG
0012009-01-01EDWARD GREENBERG

Plan Statistics for JOHN FRANKLIN RETIREMENT PLAN

401k plan membership statisitcs for JOHN FRANKLIN RETIREMENT PLAN

Measure Date Value
2022: JOHN FRANKLIN RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Total of all active and inactive participants2022-01-011
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JOHN FRANKLIN RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Total of all active and inactive participants2021-01-011
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JOHN FRANKLIN RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Total of all active and inactive participants2020-01-011
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JOHN FRANKLIN RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JOHN FRANKLIN RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JOHN FRANKLIN RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JOHN FRANKLIN RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHN FRANKLIN RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN FRANKLIN RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN FRANKLIN RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: JOHN FRANKLIN RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: JOHN FRANKLIN RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: JOHN FRANKLIN RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on JOHN FRANKLIN RETIREMENT PLAN

Measure Date Value
2022 : JOHN FRANKLIN RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-2,834
Expenses. Total of all expenses incurred2022-12-31$2,000
Benefits paid (including direct rollovers)2022-12-31$2,000
Total plan assets at end of year2022-12-31$76,327
Total plan assets at beginning of year2022-12-31$81,161
Other income received2022-12-31$-2,834
Net income (gross income less expenses)2022-12-31$-4,834
Net plan assets at end of year (total assets less liabilities)2022-12-31$76,327
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$81,161
2021 : JOHN FRANKLIN RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$13,848
Expenses. Total of all expenses incurred2021-12-31$9,487
Benefits paid (including direct rollovers)2021-12-31$9,487
Total plan assets at end of year2021-12-31$81,161
Total plan assets at beginning of year2021-12-31$76,800
Other income received2021-12-31$13,848
Net income (gross income less expenses)2021-12-31$4,361
Net plan assets at end of year (total assets less liabilities)2021-12-31$81,161
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$76,800
2020 : JOHN FRANKLIN RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$-1,827
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$76,800
Total plan assets at beginning of year2020-12-31$78,627
Other income received2020-12-31$-1,827
Net income (gross income less expenses)2020-12-31$-1,827
Net plan assets at end of year (total assets less liabilities)2020-12-31$76,800
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$78,627
2019 : JOHN FRANKLIN RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$-19,333
Expenses. Total of all expenses incurred2019-12-31$5,086
Benefits paid (including direct rollovers)2019-12-31$5,086
Total plan assets at end of year2019-12-31$78,627
Total plan assets at beginning of year2019-12-31$103,046
Other income received2019-12-31$-19,333
Net income (gross income less expenses)2019-12-31$-24,419
Net plan assets at end of year (total assets less liabilities)2019-12-31$78,627
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$103,046
2018 : JOHN FRANKLIN RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$55,129
Expenses. Total of all expenses incurred2018-12-31$96,900
Benefits paid (including direct rollovers)2018-12-31$96,900
Total plan assets at end of year2018-12-31$103,246
Total plan assets at beginning of year2018-12-31$145,017
Other income received2018-12-31$55,129
Net income (gross income less expenses)2018-12-31$-41,771
Net plan assets at end of year (total assets less liabilities)2018-12-31$103,246
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$145,017
2017 : JOHN FRANKLIN RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,312
Expenses. Total of all expenses incurred2017-12-31$19,500
Benefits paid (including direct rollovers)2017-12-31$19,500
Total plan assets at end of year2017-12-31$145,017
Total plan assets at beginning of year2017-12-31$163,205
Other income received2017-12-31$1,312
Net income (gross income less expenses)2017-12-31$-18,188
Net plan assets at end of year (total assets less liabilities)2017-12-31$145,017
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$163,205
2016 : JOHN FRANKLIN RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$25,958
Expenses. Total of all expenses incurred2016-12-31$7,500
Benefits paid (including direct rollovers)2016-12-31$7,500
Total plan assets at end of year2016-12-31$163,205
Total plan assets at beginning of year2016-12-31$144,747
Other income received2016-12-31$25,958
Net income (gross income less expenses)2016-12-31$18,458
Net plan assets at end of year (total assets less liabilities)2016-12-31$163,205
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$144,747
2015 : JOHN FRANKLIN RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$-13,839
Expenses. Total of all expenses incurred2015-12-31$8,035
Benefits paid (including direct rollovers)2015-12-31$8,035
Total plan assets at end of year2015-12-31$144,747
Total plan assets at beginning of year2015-12-31$166,621
Other income received2015-12-31$-13,839
Net income (gross income less expenses)2015-12-31$-21,874
Net plan assets at end of year (total assets less liabilities)2015-12-31$144,747
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$166,621
2014 : JOHN FRANKLIN RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$93,136
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$166,621
Total plan assets at beginning of year2014-12-31$73,485
Other income received2014-12-31$93,136
Net income (gross income less expenses)2014-12-31$93,136
Net plan assets at end of year (total assets less liabilities)2014-12-31$166,621
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$73,485
2013 : JOHN FRANKLIN RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$-13,591
Expenses. Total of all expenses incurred2013-12-31$28,550
Benefits paid (including direct rollovers)2013-12-31$28,550
Total plan assets at end of year2013-12-31$73,485
Total plan assets at beginning of year2013-12-31$115,626
Other income received2013-12-31$-13,591
Net income (gross income less expenses)2013-12-31$-42,141
Net plan assets at end of year (total assets less liabilities)2013-12-31$73,485
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$115,626
2012 : JOHN FRANKLIN RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$-11,663
Expenses. Total of all expenses incurred2012-12-31$9,735
Benefits paid (including direct rollovers)2012-12-31$9,735
Total plan assets at end of year2012-12-31$115,626
Total plan assets at beginning of year2012-12-31$137,024
Other income received2012-12-31$-11,663
Net income (gross income less expenses)2012-12-31$-21,398
Net plan assets at end of year (total assets less liabilities)2012-12-31$115,626
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$137,024
2011 : JOHN FRANKLIN RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-5,598
Expenses. Total of all expenses incurred2011-12-31$6,073
Benefits paid (including direct rollovers)2011-12-31$6,073
Total plan assets at end of year2011-12-31$137,024
Total plan assets at beginning of year2011-12-31$148,695
Other income received2011-12-31$-5,598
Net income (gross income less expenses)2011-12-31$-11,671
Net plan assets at end of year (total assets less liabilities)2011-12-31$137,024
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$148,695
Assets. Value of assets in partnership/joint-venture interests2011-12-31$128,158
2010 : JOHN FRANKLIN RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$18,559
Expenses. Total of all expenses incurred2010-12-31$4,665
Benefits paid (including direct rollovers)2010-12-31$4,665
Total plan assets at end of year2010-12-31$148,695
Total plan assets at beginning of year2010-12-31$134,801
Other income received2010-12-31$18,559
Net income (gross income less expenses)2010-12-31$13,894
Net plan assets at end of year (total assets less liabilities)2010-12-31$148,695
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$134,801
Assets. Value of assets in partnership/joint-venture interests2010-12-31$102,304

Form 5500 Responses for JOHN FRANKLIN RETIREMENT PLAN

2022: JOHN FRANKLIN RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHN FRANKLIN RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN FRANKLIN RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN FRANKLIN RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN FRANKLIN RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN FRANKLIN RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN FRANKLIN RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN FRANKLIN RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN FRANKLIN RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN FRANKLIN RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN FRANKLIN RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN FRANKLIN RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHN FRANKLIN RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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