Retirement plan

FRANCO MANAGEMENT, INC. PROFIT SHARING PLAN

Name: FRANCO MANAGEMENT, INC. PROFIT SHARING PLAN - FRANCO MANAGEMENT, INC. PROFIT SHARING PLAN (2021) Form 5500
Creator: FRANCO MANAGEMENT, INC. PROFIT SHARING PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRANCO MANAGEMENT, INC. PROFIT SHARING PLAN, FRANCO MANAGEMENT, INC. PROFIT SHARING PLAN

FRANCO MANAGEMENT, INC. PROFIT SHARING PLANEIN 35-1853282Plan #003PY 2021

7985 113TH STREET NORTH, SUITE 330 - SEMINOLEA, FL 33772770-729-0362

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$331K

+21.8% from 2020

Total participants

0.0% from 2020

Average account balance

$331,475

+21.8% from 2020

Annual return

12.28%

+0.01 pp from 2020

Benchmarks

See 17,096 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort17,096 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$493K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$493K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.53%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$331,475

$227,633+45.6%

$189,597+74.8%

$167,553+97.8%

Participation rate

100.0%

82.5%+17.5pp

78.4%+21.6pp

82.1%+17.9pp

Annual return

12.28%

78.45%-66.2pp

64.20%-51.9pp

478.89%-466.6pp

Employer contribution / active EE

$5,317-100.0%

$4,412-100.0%

$4,840-100.0%

Participant deferral / active EE

$26,000

$7,003+271.3%

$6,174+321.1%

$6,343+309.9%

Admin fee / account holder

$11,879-100.0%

$9,807-100.0%

$12,316-100.0%

FRANCO MANAGEMENT, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FRANCO MANAGEMENT, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion