Plan5500

The Graham Company 401(K) Profit Sharing Plan — Form 5500 plan (The Graham Company)

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, The Graham Company 401(K) Profit Sharing Plan is a benefit plan reported by The Graham Company under EIN 23-1570876 and plan number 003. The latest loaded filing year is 2023. The filing reports 278 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Graham Company
EIN
23-1570876
Plan number
003
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
278
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023278I, C20240923105026NAL0023285266001
2023212I, C20240923105836NAL0011274209001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$265

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
-$2

Expenses & distributions

Benefits paid
$0
Administrative expenses
$263
Total expenses
$263
Net increase / (decrease)
-$265

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncADVISOR$53,301not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$38,361$02023
Kreischer MillerACCOUNTANT/AUDITOR$15,675not reported in the loaded dataset2023

Related Form 5500 pages