2023 Form 5500 filing — Graymont (Pa) Union 401(K) 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 20240930140131NAL0002662515001) for Graymont (Pa) Union 401(K) Plan, reported by Graymont (Pa) Inc. under EIN 25-1527520 and plan number 002. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.1MReported net assets$9,146,600
Participants138
Provider compensation$5501 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930140131NAL0002662515001
Plan sponsor
Graymont (Pa) Inc.
EIN
25-1527520
Plan number
002
Location
not reported in the loaded dataset
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.1M total assets
Net assets$9.1MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$542.6K
Benefits paid / distributions$540.3K
Contributions
Employer$278.9K
Participant$683K
Full reported line items
Total assets (EOY)
$9,146,600
Total liabilities (EOY)
$0
Net assets (EOY)
$9,146,600
Employer contributions
$278,886
Participant contributions
$683,027
Total income / additions
$2,265,432
Benefits paid
$540,258
Administrative expenses
$2,333
Total expenses
$542,591
Net increase / (decrease)
$1,722,841

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$550$0

Related Form 5500 pages