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. Savings And Investment Plan is a benefit plan reported by William Grant & Sons Inc under EIN 22-1757718 and plan number 002. The latest loaded filing year is 2023. The filing reports 481 participants and $99,482,091 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,482,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,482,091
- Net assets (BOY)
- $85,817,492
Income & contributions
- Employer contributions
- $3,446,539
- Participant contributions
- $3,475,229
- Total contributions
- $8,183,527
- Total income / additions
- $22,588,639
Expenses & distributions
- Benefits paid
- $8,867,559
- Administrative expenses
- $56,481
- Total expenses
- $8,924,040
- Net increase / (decrease)
- $13,664,599