Graham Windham Services To Families — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Graham Windham Services To Families (EIN 13-2926426) is a plan sponsor located in Brooklyn, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-2926426
Location
Brooklyn, NY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Graham Windham Services To Families

  • 3 loaded plans hold $36.9M in reported assets.
  • The largest, 403(B) Thrift Plan For Graham-Windham Services To Families And Children, holds 54% of this company's reported plan assets.
  • Plans cover 2,095 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$36.9MSummed across loaded plans$36,905,161
Total reported assets$36.9M$36,905,161
Total reported participants2.1K2,095
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$36.9M total assets
Net assets$36.9MLiabilities$0
Contributions & income
Employer contributions$1.2M
Participant contributions$990.8K
Total income / additions$6.2M
Expenses & distributions
Benefits paid / distributions$1.8M
Total expenses$1.8M
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets54%403(B) Thrift Plan For Graham-Windham Services To Families And Children
Participants per plan698Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
  3. 3
    Graham-Windham Insurance Plansnot reported in the loaded dataset
    Plan #501 · 213 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Graham Windham Services To Families. Open one for its full reported snapshot.

  1. 2023
    Graham-Windham Insurance Plans213 participants · 2No schedules
    View filing →
  2. 2023
    403(B) Thrift Plan For Graham-Windham Services To Families And Children1,158 participants · 2Sch HSch C
    View filing →
  3. 2023
    Retirement Plan For Employees Of Graham Windham Services To Families724 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Graham Windham Services To Families report on Form 5500?
Graham Windham Services To Families (EIN 13-2926426) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Graham Windham Services To Families?
The Employer Identification Number (EIN) reported for Graham Windham Services To Families is 13-2926426.
What is the latest Form 5500 filing year for Graham Windham Services To Families?
The latest loaded Form 5500 filing year for Graham Windham Services To Families is 2023.

Related Form 5500 pages