The Graham Companies 401(K) Plan — Form 5500 plan (The Graham Companies)
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 Companies 401(K) Plan is a benefit plan reported by The Graham Companies under EIN 65-0127392 and plan number 002. The latest loaded filing year is 2023. The filing reports 497 participants and $20,124,752 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Graham Companies
- EIN
- 65-0127392
- Plan number
- 002
- Plan type
- 3
- Location
- Miami Lakes, FL
- Latest filing year
- 2023
- Participants
- 497
- End-of-year plan assets
- $20,124,752
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 497 | H, C | 20241005073817NAL0021460544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,124,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,124,752
- Net assets (BOY)
- $16,885,024
Income & contributions
- Employer contributions
- $290,058
- Participant contributions
- $1,029,210
- Total contributions
- $1,391,272
- Total income / additions
- $4,183,892
Expenses & distributions
- Benefits paid
- $787,989
- Administrative expenses
- $97,201
- Total expenses
- $944,164
- Net increase / (decrease)
- $3,239,728
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc. | INVESTMENT ADVISORY | $72,215 | $176 | 2023 |
| Bdo | ACCOUNTANT | $55,100 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,632 | $0 | 2023 |