Graham Corporation Incentive Savings Plan — 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, Graham Corporation Incentive Savings Plan is a benefit plan reported by Graham Corporation under EIN 16-1194720 and plan number 002. The latest loaded filing year is 2023. The filing reports 708 participants and $85,642,632 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Graham Corporation
- EIN
- 16-1194720
- Plan number
- 002
- Plan type
- 2
- Location
- Batavia, NY
- Latest filing year
- 2023
- Participants
- 708
- End-of-year plan assets
- $85,642,632
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 708 | H, C | 20241014141227NAL0013427555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,642,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $85,642,632
- Net assets (BOY)
- $68,187,384
Income & contributions
- Employer contributions
- $3,221,030
- Participant contributions
- $4,262,548
- Total contributions
- $9,660,563
- Total income / additions
- $20,976,596
Expenses & distributions
- Benefits paid
- $3,419,803
- Administrative expenses
- $101,545
- Total expenses
- $3,521,348
- Net increase / (decrease)
- $17,455,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $72,492 | $0 | 2023 |
| Sageview Advisory Group LLC | NONE | $35,703 | not reported in the loaded dataset | 2023 |