2023 Form 5500 filing — The Graham Company 401(K) Profit Sharing 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 20240923105026NAL0023285266001) for The Graham Company 401(K) Profit Sharing Plan, reported by The Graham Company under EIN 23-1570876 and plan number 003. It reports 278 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)$0Reported net assets
Participants278
Provider compensation$107.3K3 Schedule C row(s)$107,337
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240923105026NAL0023285266001
- Plan sponsor
- The Graham Company
- EIN
- 23-1570876
- Plan number
- 003
- Location
- Philadelphia, 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.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$2
- Benefits paid
- $0
- Administrative expenses
- $263
- Total expenses
- $263
- Net increase / (decrease)
- -$265
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $53,301 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $38,361 | $0 |
| Kreischer Miller | ACCOUNTANT/AUDITOR | $15,675 | not reported in the loaded dataset |