2023 Form 5500 filing — Grafika Retirement Savings 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 20241014112632NAL0045789056001) for Grafika Retirement Savings Plan, reported by Grafika Commercial Printing, Inc. under EIN 23-2609807 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.4MReported net assets$13,416,213
Participants145
Provider compensation$21.5K3 Schedule C row(s)$21,549
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014112632NAL0045789056001
Plan sponsor
Grafika Commercial Printing, Inc.
EIN
23-2609807
Plan number
001
Location
Sinking Spring, PA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$13.4M total assets
Net assets$13.4MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$291.8K
Benefits paid / distributions$283.8K
Contributions
Employer$64.6K
Participant$445.7K
Full reported line items
Total assets (EOY)
$13,416,213
Total liabilities (EOY)
$0
Net assets (EOY)
$13,416,213
Employer contributions
$64,627
Participant contributions
$445,701
Total income / additions
$2,194,200
Benefits paid
$283,842
Administrative expenses
-$1,040
Total expenses
$291,754
Net increase / (decrease)
$1,902,446

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lpl Financial LLCADVISOR$0$22,589
Leonard J. Miller & Associates,ChaACCOUNTANT/AUDITOR$14,000not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$15,040$0

Related Form 5500 pages