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FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameFRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN
Plan identification number 001

FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FRANKLIN INSURANCE & FINANCIAL SERVICES, INC.
Employer identification number (EIN):954496771
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about FRANKLIN INSURANCE & FINANCIAL SERVICES, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2003-01-21
Company Identification Number: 20031022575
Legal Registered Office Address: 60 Garden Center
G 02
BROOMFIELD
United States of America (USA)
80020

More information about FRANKLIN INSURANCE & FINANCIAL SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT A. FRANKLIN2024-05-30
0012022-01-01ROBERT A. FRANKLIN2023-03-30
0012021-01-01ROBERT A. FRANKLIN2022-04-29
0012020-01-01ROBERT A. FRANKLIN2021-04-16
0012019-01-01ROBERT A. FRANKLIN2020-06-10
0012018-01-01ROBERT A. FRANKLIN2019-09-24
0012017-01-01
0012016-01-01
0012015-01-01ROBERT A. FRANKLIN
0012014-01-01ROBERT A. FRANKLIN
0012013-01-01ROBERT A. FRANKLIN
0012012-01-01ROBERT A. FRANKLIN
0012011-01-01ROBERT A. FRANKLIN
0012009-01-01ROBERT A. FRANKLIN

Plan Statistics for FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2023: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-015
Total number of active participants reported on line 7a of the Form 55002023-01-013
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-015
Number of participants with account balances2023-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Number of participants with account balances2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016
Number of participants with account balances2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016
Number of participants with account balances2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2023 : FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$31,145
Expenses. Total of all expenses incurred2023-12-31$0
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$460,991
Total plan assets at beginning of year2023-12-31$429,846
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$0
Assets. Value of loans (other than to participants)2023-12-31$374,598
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Noncash contributions received2023-12-31$31,145
Net income (gross income less expenses)2023-12-31$31,145
Net plan assets at end of year (total assets less liabilities)2023-12-31$460,991
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$429,846
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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$8,360
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$429,846
Total plan assets at beginning of year2022-12-31$421,486
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Assets. Value of loans (other than to participants)2022-12-31$350,092
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$8,360
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$8,360
Net plan assets at end of year (total assets less liabilities)2022-12-31$429,846
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$421,486
Total contributions received or receivable from employer(s)2022-12-31$0
2021 : FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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$23,839
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$421,486
Total plan assets at beginning of year2021-12-31$397,647
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$0
Assets. Value of loans (other than to participants)2021-12-31$327,188
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$23,839
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$23,839
Net plan assets at end of year (total assets less liabilities)2021-12-31$421,486
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$397,647
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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$25,372
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$397,647
Total plan assets at beginning of year2020-12-31$372,275
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$0
Assets. Value of loans (other than to participants)2020-12-31$305,783
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$25,372
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$25,372
Net plan assets at end of year (total assets less liabilities)2020-12-31$397,647
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$372,275
Total contributions received or receivable from employer(s)2020-12-31$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$26,033
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$372,275
Total plan assets at beginning of year2019-12-31$346,242
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Assets. Value of loans (other than to participants)2019-12-31$285,779
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$26,033
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$26,033
Net plan assets at end of year (total assets less liabilities)2019-12-31$372,275
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$346,242
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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$16,622
Expenses. Total of all expenses incurred2018-12-31$70
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$346,242
Total plan assets at beginning of year2018-12-31$329,690
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Assets. Value of loans (other than to participants)2018-12-31$267,083
Expenses. Other expenses not covered elsewhere2018-12-31$70
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$16,622
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$16,552
Net plan assets at end of year (total assets less liabilities)2018-12-31$346,242
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$329,690
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$20,864
Expenses. Total of all expenses incurred2017-12-31$674
Benefits paid (including direct rollovers)2017-12-31$604
Total plan assets at end of year2017-12-31$329,690
Total plan assets at beginning of year2017-12-31$309,500
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Assets. Value of loans (other than to participants)2017-12-31$249,610
Expenses. Other expenses not covered elsewhere2017-12-31$70
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$20,864
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$20,190
Net plan assets at end of year (total assets less liabilities)2017-12-31$329,690
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$309,500
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$16,827
Expenses. Total of all expenses incurred2016-12-31$50
Total plan assets at end of year2016-12-31$309,500
Total plan assets at beginning of year2016-12-31$292,723
Value of fidelity bond covering the plan2016-12-31$500,000
Assets. Value of loans (other than to participants)2016-12-31$233,281
Expenses. Other expenses not covered elsewhere2016-12-31$50
Other income received2016-12-31$16,827
Net income (gross income less expenses)2016-12-31$16,777
Net plan assets at end of year (total assets less liabilities)2016-12-31$309,500
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$292,723
2015 : FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$13,900
Expenses. Total of all expenses incurred2015-12-31$50
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$292,723
Total plan assets at beginning of year2015-12-31$278,873
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Assets. Value of loans (other than to participants)2015-12-31$218,019
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$13,900
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$13,850
Net plan assets at end of year (total assets less liabilities)2015-12-31$292,723
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$278,873
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
2014 : FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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$16,752
Expenses. Total of all expenses incurred2014-12-31$50
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$278,873
Total plan assets at beginning of year2014-12-31$262,171
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$203,756
Expenses. Other expenses not covered elsewhere2014-12-31$50
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$16,752
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$16,702
Net plan assets at end of year (total assets less liabilities)2014-12-31$278,873
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$262,171
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
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$12,707
Expenses. Total of all expenses incurred2013-12-31$395
Benefits paid (including direct rollovers)2013-12-31$345
Total plan assets at end of year2013-12-31$262,171
Total plan assets at beginning of year2013-12-31$249,859
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Assets. Value of loans (other than to participants)2013-12-31$190,426
Expenses. Other expenses not covered elsewhere2013-12-31$50
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$12,707
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$12,312
Net plan assets at end of year (total assets less liabilities)2013-12-31$262,171
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$249,859
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$15,512
Expenses. Total of all expenses incurred2012-12-31$50
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$249,859
Total plan assets at beginning of year2012-12-31$234,397
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$177,969
Expenses. Other expenses not covered elsewhere2012-12-31$50
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$15,512
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$15,462
Net plan assets at end of year (total assets less liabilities)2012-12-31$249,859
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$234,397
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$14,015
Expenses. Total of all expenses incurred2011-12-31$50
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$234,397
Total plan assets at beginning of year2011-12-31$220,432
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Assets. Value of loans (other than to participants)2011-12-31$166,326
Expenses. Other expenses not covered elsewhere2011-12-31$50
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$14,015
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$13,965
Net plan assets at end of year (total assets less liabilities)2011-12-31$234,397
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$220,432
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$14,492
Expenses. Total of all expenses incurred2010-12-31$89
Benefits paid (including direct rollovers)2010-12-31$89
Total plan assets at end of year2010-12-31$220,432
Total plan assets at beginning of year2010-12-31$206,029
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$155,445
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$14,492
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$14,403
Net plan assets at end of year (total assets less liabilities)2010-12-31$220,432
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$206,029
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

2023: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FRANKLIN INSURANCE & FINANCIAL SERVICES, INC. PROFIT SHARING 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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