2023 Form 5500 filing — Graphite Machining, Inc. Benefit Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240625080414NAL0014970066001) for Graphite Machining, Inc. Benefit Plan, reported by Graphite Machining, Inc. under EIN 38-2002072 and plan number 501. It reports 73 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$35.3KReported net assets-$35,286
Participants73
Provider compensation$61.9K4 Schedule C row(s)$61,850
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240625080414NAL0014970066001
Plan sponsor
Graphite Machining, Inc.
EIN
38-2002072
Plan number
501
Location
Topton, PA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$126.3K total assets
Net assets-$35.3KLiabilities$161.6K
Money in vs. money out
Total income / additions$1.3M
Total expenses$1.8M
Benefits paid / distributions$545.7K
Contributions
Employer$1.2M
Participant$138.5K
Full reported line items
Total assets (EOY)
$126,298
Total liabilities (EOY)
$161,584
Net assets (EOY)
-$35,286
Employer contributions
$1,155,701
Participant contributions
$138,460
Total income / additions
$1,300,065
Benefits paid
$545,704
Administrative expenses
$4,295
Total expenses
$1,770,659
Net increase / (decrease)
-$470,594

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Patriot (Power-Kunkle Group, Inc.)BROKER$33,446not reported in the loaded dataset
The Benecon GroupBROKER$18,798not reported in the loaded dataset
Connectcare3PATIENT ADVOCATE$5,311not reported in the loaded dataset
Highmark Blue Shield (Central)ADMIN$4,295not reported in the loaded dataset

Related Form 5500 pages