The Graham Companies — 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, The Graham Companies (EIN 65-0127392) is a plan sponsor located in Miami Lakes, FL with 3 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
65-0127392
Location
Miami Lakes, FL
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$62,218,570
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$62,218,570

Contributions & income

Employer contributions
$2,290,058
Participant contributions
$1,029,210
Total income / additions
$12,036,078

Expenses & distributions

Benefits paid / distributions
$2,629,477
Total expenses
$3,475,369
Net increase / (decrease)
$8,560,709

Coverage

Total reported participants
1,175
Plans with financial statements
2
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

The Graham Companies plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Graham Companies Pension Plan001532$42,093,8182023
The Graham Companies 401(K) Plan002497$20,124,7522023
The Graham Companies Flex Care Plan502146not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Graham Companies
YearPlanParticipantsSchedulesFiling
2023The Graham Companies Flex Care Plan14620240808161107NAL0002934867001
2023The Graham Companies 401(K) Plan497H, C20241005073817NAL0021460544001
2023The Graham Companies Pension Plan532H, C20251015215813NAL0005927697001

Related Form 5500 pages