2023 Form 5500 filing — William Grant & Sons, Inc. 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 20250414092159NAL0000695731001) for William Grant & Sons, Inc. Pension Plan, reported by William Grant & Sons, Inc. under EIN 22-1757718 and plan number 001. It reports 97 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414092159NAL0000695731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William Grant & Sons, Inc.
- EIN
- 22-1757718
- Plan number
- 001
- Location
- Edison, NJ
- Participants
- 97
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,980,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,980,185
- Employer contributions
- $800,000
- Total income / additions
- $1,733,975
- Benefits paid
- $994,985
- Administrative expenses
- $23,075
- Total expenses
- $1,018,060
- Net increase / (decrease)
- $715,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,075 | $0 |