2023 Form 5500 filing — Donna Graham, Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240302163329NAL0018802033001) for Donna Graham, Inc. Retirement Plan, reported by Donna Graham, Inc under EIN 93-1247047 and plan number 002. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240302163329NAL0018802033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donna Graham, Inc
- EIN
- 93-1247047
- Plan number
- 002
- Location
- Dallas, OR
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $696,217
- Net assets (EOY)
- $696,217
- Employer contributions
- $22,500
- Participant contributions
- $30,000
- Total income / additions
- $80,783
- Net increase / (decrease)
- $80,783
- Schedule source
- Schedule I