2023 Form 5500 filing — William Grant & Sons, Inc. Savings And Investment 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 20241011092243NAL0038296224001) for William Grant & Sons, Inc. Savings And Investment Plan, reported by William Grant & Sons Inc under EIN 22-1757718 and plan number 002. It reports 481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011092243NAL0038296224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William Grant & Sons Inc
- EIN
- 22-1757718
- Plan number
- 002
- Location
- Edison, NJ
- Participants
- 481
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,482,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,482,091
- Employer contributions
- $3,446,539
- Participant contributions
- $3,475,229
- Total income / additions
- $22,588,639
- Benefits paid
- $8,867,559
- Administrative expenses
- $56,481
- Total expenses
- $8,924,040
- Net increase / (decrease)
- $13,664,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,481 | $7,090 |
| Capfinancial Partner | INV ADV, PARTICIPANTS | $0 | $7,250 |