2023 Form 5500 filing — The Graham Company Employee Stock Ownership 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 20241003114657NAL0016990816001) for The Graham Company Employee Stock Ownership Plan, reported by William A Graham Company under EIN 23-1570876 and plan number 004. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003114657NAL0016990816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William A Graham Company
- EIN
- 23-1570876
- Plan number
- 004
- Location
- Philadelphia, PA
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,982,380
- Total liabilities (EOY)
- $48,799
- Net assets (EOY)
- $30,933,581
- Employer contributions
- $150,000
- Total income / additions
- $126,507,181
- Benefits paid
- $114,283,896
- Administrative expenses
- $120,000
- Total expenses
- $114,488,536
- Net increase / (decrease)
- $12,018,645
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $59,456 | not reported in the loaded dataset |
| Penchecks | NONE | $11,745 | not reported in the loaded dataset |