401k Plan data: FRANKLIN FINANCIAL SERVICES 401K PLAN plan

FRANKLIN FINANCIAL SERVICES 401K PLAN 401k Plan overview

Plan Name	FRANKLIN FINANCIAL SERVICES 401K PLAN
Plan identification number	002

FRANKLIN FINANCIAL SERVICES 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 FINANCIAL SERVICES COMPANY has sponsored the creation of one or more 401k plans.

Company Name: FRANKLIN FINANCIAL SERVICES COMPANY

Employer identification number (EIN): 311041567

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANKLIN FINANCIAL SERVICES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 NEIL A. BAILEY
002 2017-01-01 NEIL A. BAILEY
002 2016-01-01 NEIL A. BAILEY
002 2015-01-01 NEIL A. BAILEY
002 2014-01-01 NEIL A. BAILEY
002 2013-01-01 NEIL A. BAILEY
002 2012-01-01 NEIL A. BAILEY
002 2011-01-01 GREG A. FRANKLIN
002 2010-01-01 GREG A. FRANKLIN
002 2009-01-01 GREG A. FRANKLIN GREG A. FRANKLIN 2010-05-18

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	NEIL A. BAILEY
002	2017-01-01	NEIL A. BAILEY
002	2016-01-01	NEIL A. BAILEY
002	2015-01-01	NEIL A. BAILEY
002	2014-01-01	NEIL A. BAILEY
002	2013-01-01	NEIL A. BAILEY
002	2012-01-01	NEIL A. BAILEY
002	2011-01-01	GREG A. FRANKLIN
002	2010-01-01	GREG A. FRANKLIN
002	2009-01-01	GREG A. FRANKLIN	GREG A. FRANKLIN	2010-05-18

Financial Data on FRANKLIN FINANCIAL SERVICES 401K PLAN

Measure	Date	Value
2018 : FRANKLIN FINANCIAL SERVICES 401K PLAN 2018 401k financial data
Total income from all sources	2018-08-31	$3,787
Expenses. Total of all expenses incurred	2018-08-31	$742,552
Benefits paid (including direct rollovers)	2018-08-31	$742,552
Total plan assets at end of year	2018-08-31	$0
Total plan assets at beginning of year	2018-08-31	$738,765
Value of fidelity bond covering the plan	2018-08-31	$125,000
Total contributions received or receivable from participants	2018-08-31	$0
Other income received	2018-08-31	$3,787
Net income (gross income less expenses)	2018-08-31	$-738,765
Net plan assets at end of year (total assets less liabilities)	2018-08-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-08-31	$738,765
Total contributions received or receivable from employer(s)	2018-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-08-31	$0
2017 : FRANKLIN FINANCIAL SERVICES 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$118,321
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$738,765
Total plan assets at beginning of year	2017-12-31	$620,444
Value of fidelity bond covering the plan	2017-12-31	$125,000
Total contributions received or receivable from participants	2017-12-31	$18,550
Other income received	2017-12-31	$90,139
Net income (gross income less expenses)	2017-12-31	$118,321
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$738,765
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$620,444
Total contributions received or receivable from employer(s)	2017-12-31	$9,632
2016 : FRANKLIN FINANCIAL SERVICES 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$58,091
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$620,444
Total plan assets at beginning of year	2016-12-31	$562,353
Value of fidelity bond covering the plan	2016-12-31	$125,000
Total contributions received or receivable from participants	2016-12-31	$23,331
Other income received	2016-12-31	$31,458
Net income (gross income less expenses)	2016-12-31	$58,091
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$620,444
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$562,353
Total contributions received or receivable from employer(s)	2016-12-31	$3,302
2015 : FRANKLIN FINANCIAL SERVICES 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$24,180
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$562,353
Total plan assets at beginning of year	2015-12-31	$538,173
Value of fidelity bond covering the plan	2015-12-31	$125,000
Total contributions received or receivable from participants	2015-12-31	$23,650
Other income received	2015-12-31	$-2,647
Net income (gross income less expenses)	2015-12-31	$24,180
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$562,353
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$538,173
Total contributions received or receivable from employer(s)	2015-12-31	$3,177
2014 : FRANKLIN FINANCIAL SERVICES 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$86,110
Expenses. Total of all expenses incurred	2014-12-31	$532,531
Benefits paid (including direct rollovers)	2014-12-31	$532,531
Total plan assets at end of year	2014-12-31	$538,173
Total plan assets at beginning of year	2014-12-31	$984,594
Value of fidelity bond covering the plan	2014-12-31	$125,000
Total contributions received or receivable from participants	2014-12-31	$22,175
Other income received	2014-12-31	$60,277
Net income (gross income less expenses)	2014-12-31	$-446,421
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$538,173
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$984,594
Total contributions received or receivable from employer(s)	2014-12-31	$3,658
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : FRANKLIN FINANCIAL SERVICES 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$194,023
Expenses. Total of all expenses incurred	2013-12-31	$400,241
Benefits paid (including direct rollovers)	2013-12-31	$400,241
Total plan assets at end of year	2013-12-31	$984,594
Total plan assets at beginning of year	2013-12-31	$1,190,812
Value of fidelity bond covering the plan	2013-12-31	$125,000
Total contributions received or receivable from participants	2013-12-31	$30,125
Other income received	2013-12-31	$160,845
Net income (gross income less expenses)	2013-12-31	$-206,218
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$984,594
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,190,812
Total contributions received or receivable from employer(s)	2013-12-31	$3,053
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : FRANKLIN FINANCIAL SERVICES 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$131,774
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,190,812
Total plan assets at beginning of year	2012-12-31	$1,059,038
Value of fidelity bond covering the plan	2012-12-31	$125,000
Total contributions received or receivable from participants	2012-12-31	$41,875
Other income received	2012-12-31	$81,046
Net income (gross income less expenses)	2012-12-31	$131,774
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,190,812
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,059,038
Total contributions received or receivable from employer(s)	2012-12-31	$8,853
2011 : FRANKLIN FINANCIAL SERVICES 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$57,775
Expenses. Total of all expenses incurred	2011-12-31	$20,000
Total plan assets at end of year	2011-12-31	$1,059,038
Total plan assets at beginning of year	2011-12-31	$1,021,263
Value of fidelity bond covering the plan	2011-12-31	$125,000
Total contributions received or receivable from participants	2011-12-31	$48,997
Expenses. Other expenses not covered elsewhere	2011-12-31	$20,000
Other income received	2011-12-31	$-32,505
Net income (gross income less expenses)	2011-12-31	$37,775
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,059,038
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,021,263
Total contributions received or receivable from employer(s)	2011-12-31	$41,283
2010 : FRANKLIN FINANCIAL SERVICES 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$159,811
Expenses. Total of all expenses incurred	2010-12-31	$16,708
Total plan assets at end of year	2010-12-31	$1,021,263
Total plan assets at beginning of year	2010-12-31	$878,160
Value of fidelity bond covering the plan	2010-12-31	$125,000
Total contributions received or receivable from participants	2010-12-31	$48,997
Expenses. Other expenses not covered elsewhere	2010-12-31	$16,708
Other income received	2010-12-31	$70,418
Net income (gross income less expenses)	2010-12-31	$143,103
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,021,263
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$878,160
Total contributions received or receivable from employer(s)	2010-12-31	$40,396
2009 : FRANKLIN FINANCIAL SERVICES 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for FRANKLIN FINANCIAL SERVICES 401K PLAN

2018: FRANKLIN FINANCIAL SERVICES 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FRANKLIN FINANCIAL SERVICES 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FRANKLIN FINANCIAL SERVICES 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FRANKLIN FINANCIAL SERVICES 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FRANKLIN FINANCIAL SERVICES 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FRANKLIN FINANCIAL SERVICES 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FRANKLIN FINANCIAL SERVICES 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FRANKLIN FINANCIAL SERVICES 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FRANKLIN FINANCIAL SERVICES 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FRANKLIN FINANCIAL SERVICES 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VARIOUS
Policy instance	1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VARIOUS
Policy instance	1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VARIOUS
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	95-4563134
Policy instance	2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	95-4563134
Policy instance	2
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VARIOUS
Policy instance	1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VARIOUS
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	95-4563134
Policy instance	2
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract number	VARIOUS
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	95-4563134
Policy instance	2

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Company Name:	FRANKLIN FINANCIAL SERVICES COMPANY
Employer identification number (EIN):	311041567
NAIC Classification:	523900