2023 Form 5500 filing — Retirement Income Plan Of Graham Corporation
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 20241015073018NAL0015941363001) for Retirement Income Plan Of Graham Corporation, reported by Graham Corporation under EIN 16-1194720 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015073018NAL0015941363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Graham Corporation
- EIN
- 16-1194720
- Plan number
- 001
- Location
- Batavia, NY
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,220,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,220,889
- Total income / additions
- $3,287,668
- Benefits paid
- $2,431,700
- Administrative expenses
- $171,608
- Total expenses
- $2,603,308
- Net increase / (decrease)
- $684,360
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Fiduciary Trust Company | NONE | $82,339 | not reported in the loaded dataset |
| Burke Group | NONE | $41,446 | not reported in the loaded dataset |
| Vanguard Fiduciary Trust Company | NONE | $20,867 | not reported in the loaded dataset |
| Freed Maxick | NONE | $11,500 | not reported in the loaded dataset |