How many Form 5500 benefit plans are loaded for Graham, WA?

2 plan(s) reported by 2 sponsor(s) are loaded for Graham, WA.

Graham, WA Form 5500 retirement and benefit plan filings

City Form 5500 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, Graham, WA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $147,590 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans: 2
Plan sponsors: 2
Latest filing year: 2023

What stands out in Graham

2 loaded plans hold $147.6K in reported assets across 2 sponsors.
The largest, Kcg Investment Group Retirement Plan, holds 90% of reported Graham plan assets.
Plans cover 3 participants — about 2 per plan.
100% of loaded plans report full Schedule H/I financial statements.
report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$147.2KSummed across loaded plans$147,176

Total reported assets$147.6K$147,590

Total reported participants3

Total reported liabilities$414

Reported net position

Reported assets = net assets + liabilities (summed)$147.6K total assets

Net assets$147.2KLiabilities$414

Contributions & income

Total income / additions$3.4K

Expenses & distributions

Benefits paid / distributions$229

Total expenses$284

Net increase / (decrease)$3.1K

Data coverage

Plans with financial statements2 / 2 (100%)

Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Graham, WA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Graham market comparison

Largest plan share of assets90%Kcg Investment Group Retirement Plan

Participants per plan2Average across loaded plans

Plan sponsors2

Ranked by reported assets

Largest loaded plans in Graham

Bars show each plan's reported end-of-year assets relative to the largest.

1
Kcg Investment Group Retirement Plan$133.6K
Kcg Investment Group, Inc. · 2023
2
T&K Integrity Auto LLC Dba Graham Auto Repair Self Funded Medical Reimbursement Plan$14K
T&K Integrity Auto, LLC Dba Graham Auto Repair · 2023

Largest plans in Graham → · Graham plans by participants → · Graham plans with financial data → · Graham plans with provider compensation → · $1B+ plans in Graham →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Graham, WA?: 2 plan(s) reported by 2 sponsor(s) are loaded for Graham, WA.