2023 Form 5500 filing — Graeter'S Manufacturing Co. 401(K) 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 20241014163209NAL0027866833001) for Graeter'S Manufacturing Co. 401(K) Retirement Savings Plan, reported by Graeter'S Manufacturing Co. under EIN 31-0586812 and plan number 001. It reports 404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014163209NAL0027866833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Graeter'S Manufacturing Co.
- EIN
- 31-0586812
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,262,210
- Net assets (EOY)
- $10,262,210
- Employer contributions
- $270,967
- Participant contributions
- $985,586
- Total income / additions
- $2,588,194
- Benefits paid
- $670,980
- Administrative expenses
- $19,410
- Total expenses
- $692,452
- Net increase / (decrease)
- $1,895,742
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Company | RECORDKEEPER | $12,596 | not reported in the loaded dataset |
| Mcgregor & Associates | RECORDKEEPER | $4,983 | not reported in the loaded dataset |
| Mesirow Financial, Inc | INVESTMENT ADVISORY -PLAN | $1,831 | not reported in the loaded dataset |