Grafton School Incorporated — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Grafton School Incorporated (EIN 54-0682401) is a plan sponsor located in Winchester, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-0682401
Location
Winchester, VA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,107,466
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$19,107,466

Contributions & income

Employer contributions
$714,630
Participant contributions
$1,160,381
Total income / additions
$4,632,182

Expenses & distributions

Benefits paid / distributions
$1,378,569
Total expenses
$1,433,875
Net increase / (decrease)
$3,198,307

Coverage

Total reported participants
1,493
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Largest loaded plans by reported assets

Grafton School Incorporated plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Grafton School Incorporated Retirement Plan001907$19,107,4662023
Grafton School, Inc. Employee Benefits Plan501586not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Grafton School Incorporated
YearPlanParticipantsSchedulesFiling
2023Grafton School, Inc. Employee Benefits Plan586C20240827125743NAL0010636305001
2023Grafton School Incorporated Retirement Plan907H, C20241010083151NAL0011301027001

Related Form 5500 pages