The Gradall Company Employees' Retirement Plan — Form 5500 plan (Gradall Industries LLC)
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 Gradall Company Employees' Retirement Plan is a benefit plan reported by Gradall Industries LLC under EIN 74-2660540 and plan number 341. The latest loaded filing year is 2023. The filing reports 289 participants and $18,775,175 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$18.8MPlan net assets, end of year$18,775,175
Participants289Covered participants reported
Assets / participant$65KComputed: assets ÷ participants$64,966 (computed)
Provider compensation$62.4K2 Schedule C provider row(s)$62,356
- Plan sponsor
- Gradall Industries LLC
- EIN
- 74-2660540
- Plan number
- 341
- Plan type
- 2
- Location
- Seguin, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20240927115235NAL0003652704001 |
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)$18.8M total assets
Net assets$18.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $18,775,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,775,175
- Net assets (BOY)
- $18,269,251
Income & contributions
- Total contributions
- $0
- Total income / additions
- $1,707,478
Expenses & distributions
- Benefits paid
- $1,139,198
- Administrative expenses
- $62,356
- Total expenses
- $1,201,554
- Net increase / (decrease)
- $505,924
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.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income67%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Trust Company | TRUSTEE | $62,356 | not reported in the loaded dataset | 2023 |
| Principal Trust Company | SERVICE PROVIDER | $0 | $0 | 2023 |