Plan5500

Retirement Income Plan Of Graham Corporation — Form 5500 plan (Graham Corporation)

Plain-English plan 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, Retirement Income Plan Of Graham Corporation is a benefit plan reported by Graham Corporation under EIN 16-1194720 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $33,220,889 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Graham Corporation
EIN
16-1194720
Plan number
001
Plan type
2
Location
Batavia, NY
Latest filing year
2023
Participants
161
End-of-year plan assets
$33,220,889

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241015073018NAL0015941363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,220,889
Total liabilities (EOY)
$0
Net assets (EOY)
$33,220,889
Net assets (BOY)
$32,536,529

Income & contributions

Total contributions
$0
Total income / additions
$3,287,668

Expenses & distributions

Benefits paid
$2,431,700
Administrative expenses
$171,608
Total expenses
$2,603,308
Net increase / (decrease)
$684,360

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Fiduciary Trust CompanyNONE$82,339not reported in the loaded dataset2023
Burke GroupNONE$41,446not reported in the loaded dataset2023
Vanguard Fiduciary Trust CompanyNONE$20,867not reported in the loaded dataset2023
Freed MaxickNONE$11,500not reported in the loaded dataset2023

Related Form 5500 pages