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 20240923105836NAL0011274209001) for The Graham Company 401(K) Profit Sharing Plan, reported by The Graham Company under EIN 23-1570876 and plan number 003. It reports 212 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923105836NAL0011274209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Graham Company
- EIN
- 23-1570876
- Plan number
- 003
- Location
- Philadelphia, PA
- Participants
- 212
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- 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
- Schedule source
- Schedule I
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 |