Donna Graham, Inc. Retirement Plan — Form 5500 plan (Donna Graham, 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, Donna Graham, Inc. Retirement Plan is a benefit plan reported by Donna Graham, Inc under EIN 93-1247047 and plan number 002. The latest loaded filing year is 2023. The filing reports 1 participants and $696,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Donna Graham, Inc
- EIN
- 93-1247047
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, OR
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $696,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240302163329NAL0018802033001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $696,217
- Net assets (EOY)
- $696,217
- Net assets (BOY)
- $615,434
Income & contributions
- Employer contributions
- $22,500
- Participant contributions
- $30,000
- Total income / additions
- $80,783
Expenses & distributions
- Net increase / (decrease)
- $80,783
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.