2023 Form 5500 filing — The Graham Companies 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 20241005073817NAL0021460544001) for The Graham Companies 401(K) Plan, reported by The Graham Companies under EIN 65-0127392 and plan number 002. It reports 497 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241005073817NAL0021460544001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Graham Companies
- EIN
- 65-0127392
- Plan number
- 002
- Location
- Miami Lakes, FL
- Participants
- 497
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,124,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,124,752
- Employer contributions
- $290,058
- Participant contributions
- $1,029,210
- Total income / additions
- $4,183,892
- Benefits paid
- $787,989
- Administrative expenses
- $97,201
- Total expenses
- $944,164
- Net increase / (decrease)
- $3,239,728
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc. | INVESTMENT ADVISORY | $72,215 | $176 |
| Bdo | ACCOUNTANT | $55,100 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,632 | $0 |