2023 Form 5500 filing — Graham Dealerships Pension 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 20241014124137NAL0045982032001) for Graham Dealerships Pension Plan, reported by Graham Dealerships Companies, Inc. under EIN 31-1289557 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124137NAL0045982032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Graham Dealerships Companies, Inc.
- EIN
- 31-1289557
- Plan number
- 001
- Location
- Mansfield, OH
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,120,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,120,449
- Employer contributions
- $190,161
- Participant contributions
- $725,158
- Total income / additions
- $2,336,619
- Benefits paid
- $1,143,231
- Administrative expenses
- $30,798
- Total expenses
- $1,175,587
- Net increase / (decrease)
- $1,161,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jc & Company | ACCOUNTANT | $18,350 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,449 | $0 |
| Invicta Capital LLC | OTHER SERVICES | $0 | $7,186 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |