Original filing (PDF)20250122093050NAL0008662930001

FRANKLIN WEST, INC.

Name: FRANKLIN WEST, INC. — FRANKLIN WEST, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: FRANKLIN WEST, INC.

Form 5500-SF

FILING_RECEIVED

FRANKLIN WEST, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRANKLIN WEST, INC..

Plan sponsor

Name

FRANKLIN WEST, INC.

EIN

25-1152529

Address

272 SHADY AVENUE · PITTSBURGH, PA · 15206

Phone

(412) 661-1151

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

TRIBUTE COMPANIES, INC.

TRIBUTE COMPANIES, INC. 401(K) PLAN

$8.0M · 133 participants

HORNING MANAGEMENT COMPANY, LLC

HORNING MANAGEMENT COMPANY, LLC PROFIT SHARING PLAN

$8.0M · 182 participants

COMMUNITY REALTY MANAGEMENT, INC.

COMMUNITY REALTY MANAGEMENT 401(K) PLAN

$8.1M · 262 participants

DON WILSON BUILDERS

DON WILSON BUILDERS RETIREMENT SAVINGS PLAN

$8.0M · 25 participants

THE HOLLADAY CORPORATION

THE HOLLADAY CORPORATION EMPLOYEE BENEFIT PLAN