Grafika Retirement Savings Plan — Form 5500 plan (Grafika Commercial Printing, Inc.)

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, Grafika Retirement Savings Plan is a benefit plan reported by Grafika Commercial Printing, Inc. under EIN 23-2609807 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $13,416,213 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.4MPlan net assets, end of year$13,416,213
Participants145Covered participants reported
Assets / participant$92.5KComputed: assets ÷ participants$92,526 (computed)
Provider compensation$21.5K3 Schedule C provider row(s)$21,549
Plan sponsor
Grafika Commercial Printing, Inc.
EIN
23-2609807
Plan number
001
Plan type
2
Location
Sinking Spring, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241014112632NAL0045789056001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.4M total assets
Net assets$13.4MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$291.8K
Benefits paid / distributions$283.8K
Contributions
Employer$64.6K
Participant$445.7K
Full reported line items

Net assets

Total assets (EOY)
$13,416,213
Total liabilities (EOY)
$0
Net assets (EOY)
$13,416,213
Net assets (BOY)
$11,513,767

Income & contributions

Employer contributions
$64,627
Participant contributions
$445,701
Total contributions
$512,544
Total income / additions
$2,194,200

Expenses & distributions

Benefits paid
$283,842
Administrative expenses
-$1,040
Total expenses
$291,754
Net increase / (decrease)
$1,902,446
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 13%Participant 87%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl Financial LLCADVISOR$0$22,5892023
Leonard J. Miller & Associates,ChaACCOUNTANT/AUDITOR$14,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$15,040$02023

Related Form 5500 pages