2023 Form 5500 filing — Graef 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 20241015145032NAL0028821809001) for Graef Retirement Savings Plan, reported by Graef-Usa Inc. under EIN 39-1083592 and plan number 001. It reports 401 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)$71.6MReported net assets$71,558,268
Participants401
Provider compensation$124.9K3 Schedule C row(s)$124,890
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015145032NAL0028821809001
- Plan sponsor
- Graef-Usa Inc.
- EIN
- 39-1083592
- Plan number
- 001
- Location
- Milwaukee, WI
- 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)$71.6M total assets
Net assets$71.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $71,558,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,558,268
- Employer contributions
- $471,132
- Participant contributions
- $2,846,785
- Total income / additions
- $15,505,980
- Benefits paid
- $4,056,351
- Administrative expenses
- $124,890
- Total expenses
- $4,234,806
- Net increase / (decrease)
- $11,271,174
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORD-KEEPER | $71,064 | $0 |
| Morgan Stanley | ADVISOR | $38,826 | not reported in the loaded dataset |
| Wipfli, Llp | AUDITOR | $15,000 | not reported in the loaded dataset |