THE FRANKLIN GROUP, LLC.
Plan context: THE FRANKLIN GROUP, LLC CASH BALANCE PLAN
EIN 01-0883915 • Knoxville, TN • 9 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$2,080,995
2025 Contributions
$300,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $2,080,995 | $300,000 | $42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%. |
| THE FRANKLIN GROUP, LLC CASH BALANCE PLAN | - | 7 | $2,080,995 | $300,000 | $42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%. |
| 2024 | 2 | 6 | $1,892,649 | $391,800 | $65,300iApproximate average salary by contribution assumption: employee only about $1,632,500 at 4% or $1,088,333 at 6%; with 50% employer match about $1,088,333 at 4% or $725,556 at 6%; with 100% employer match about $816,250 at 4% or $544,167 at 6%. |
| THE FRANKLIN GROUP, LLC CASH BALANCE PLAN | - | 6 | $1,620,090 | $300,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| THE FRANKLIN GROUP, LLC 401(K) PLAN | - | 0 | $272,559 | $91,800 | - |
| 2023 | 2 | 7 | $1,424,518 | $439,428 | $62,775iApproximate average salary by contribution assumption: employee only about $1,569,386 at 4% or $1,046,257 at 6%; with 50% employer match about $1,046,257 at 4% or $697,505 at 6%; with 100% employer match about $784,693 at 4% or $523,129 at 6%. |
| THE FRANKLIN GROUP, LLC CASH BALANCE PLAN | - | 6 | $1,259,060 | $369,240 | $61,540iApproximate average salary by contribution assumption: employee only about $1,538,500 at 4% or $1,025,667 at 6%; with 50% employer match about $1,025,667 at 4% or $683,778 at 6%; with 100% employer match about $769,250 at 4% or $512,833 at 6%. |
| THE FRANKLIN GROUP, LLC 401(K) PLAN | - | 7 | $165,458 | $70,188 | $10,027iApproximate average salary by contribution assumption: employee only about $250,671 at 4% or $167,114 at 6%; with 50% employer match about $167,114 at 4% or $111,410 at 6%; with 100% employer match about $125,336 at 4% or $83,557 at 6%. |
| 2022 | 2 | 7 | $865,437 | $405,390 | $57,913iApproximate average salary by contribution assumption: employee only about $1,447,821 at 4% or $965,214 at 6%; with 50% employer match about $965,214 at 4% or $643,476 at 6%; with 100% employer match about $723,911 at 4% or $482,607 at 6%. |
| THE FRANKLIN GROUP, LLC CASH BALANCE PLAN | - | 6 | $781,780 | $320,760 | $53,460iApproximate average salary by contribution assumption: employee only about $1,336,500 at 4% or $891,000 at 6%; with 50% employer match about $891,000 at 4% or $594,000 at 6%; with 100% employer match about $668,250 at 4% or $445,500 at 6%. |
| THE FRANKLIN GROUP, LLC 401(K) PLAN | - | 7 | $83,657 | $84,630 | $12,090iApproximate average salary by contribution assumption: employee only about $302,250 at 4% or $201,500 at 6%; with 50% employer match about $201,500 at 4% or $134,333 at 6%; with 100% employer match about $151,125 at 4% or $100,750 at 6%. |
| 2021 | 1 | 6 | $531,913 | $315,335 | $52,556iApproximate average salary by contribution assumption: employee only about $1,313,896 at 4% or $875,931 at 6%; with 50% employer match about $875,931 at 4% or $583,954 at 6%; with 100% employer match about $656,948 at 4% or $437,965 at 6%. |
| THE FRANKLIN GROUP, LLC CASH BALANCE PLAN | - | 6 | $531,913 | $315,335 | $52,556iApproximate average salary by contribution assumption: employee only about $1,313,896 at 4% or $875,931 at 6%; with 50% employer match about $875,931 at 4% or $583,954 at 6%; with 100% employer match about $656,948 at 4% or $437,965 at 6%. |
| 2020 | 1 | 9 | $205,813 | $205,813 | $22,868iApproximate average salary by contribution assumption: employee only about $571,703 at 4% or $381,135 at 6%; with 50% employer match about $381,135 at 4% or $254,090 at 6%; with 100% employer match about $285,851 at 4% or $190,568 at 6%. |
| THE FRANKLIN GROUP, LLC CASH BALANCE PLAN | - | 9 | $205,813 | $205,813 | $22,868iApproximate average salary by contribution assumption: employee only about $571,703 at 4% or $381,135 at 6%; with 50% employer match about $381,135 at 4% or $254,090 at 6%; with 100% employer match about $285,851 at 4% or $190,568 at 6%. |