2023 Form 5500 filing — Grafton School Incorporated Retirement 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 20241010083151NAL0011301027001) for Grafton School Incorporated Retirement Plan, reported by Grafton School Incorporated under EIN 54-0682401 and plan number 001. It reports 907 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010083151NAL0011301027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grafton School Incorporated
- EIN
- 54-0682401
- Plan number
- 001
- Location
- Winchester, VA
- Participants
- 907
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,107,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,107,466
- Employer contributions
- $714,630
- Participant contributions
- $1,160,381
- Total income / additions
- $4,632,182
- Benefits paid
- $1,378,569
- Administrative expenses
- $54,201
- Total expenses
- $1,433,875
- Net increase / (decrease)
- $3,198,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Financial Inv | NONE | $43,946 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $10,254 | $8,931 |