Graton Resort & Casino 401(K) Plan — Form 5500 plan (Graton Economic Development Auth)

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, Graton Resort & Casino 401(K) Plan is a benefit plan reported by Graton Economic Development Auth under EIN 46-0601203 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,185 participants and $69,201,484 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Graton Economic Development Auth
EIN
46-0601203
Plan number
001
Plan type
2
Location
Rohnert Park, CA
Latest filing year
2023
Participants
2,185
End-of-year plan assets
$69,201,484

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,185H, C20241126050926NAL0003437475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,201,484
Total liabilities (EOY)
$0
Net assets (EOY)
$69,201,484
Net assets (BOY)
$50,141,425

Income & contributions

Employer contributions
$4,257,165
Participant contributions
$9,879,071
Total contributions
$15,258,689
Total income / additions
$25,031,730

Expenses & distributions

Benefits paid
$5,599,456
Administrative expenses
$267,714
Total expenses
$5,971,671
Net increase / (decrease)
$19,060,059

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$166,481$02023
Morgan Stanley Smith BarneyINVESTMENT/FINANCIAL ADVI$124,958$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages