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, William Grant & Sons, Inc. Pension Plan is a benefit plan reported by William Grant & Sons, Inc. under EIN 22-1757718 and plan number 001. The latest loaded filing year is 2023. The filing reports 97 participants and $14,980,185 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,980,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,980,185
- Net assets (BOY)
- $14,264,270
Income & contributions
- Employer contributions
- $800,000
- Total contributions
- $800,000
- Total income / additions
- $1,733,975
Expenses & distributions
- Benefits paid
- $994,985
- Administrative expenses
- $23,075
- Total expenses
- $1,018,060
- Net increase / (decrease)
- $715,915