2023 Form 5500 filing — Graham Healthcare Group 401(K) Profit Sharing 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 20241014100825NAL0014743347001) for Graham Healthcare Group 401(K) Profit Sharing Plan, reported by Graham Health Services, LLC under EIN 20-3608523 and plan number 001. It reports 3,550 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100825NAL0014743347001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Graham Health Services, LLC
- EIN
- 20-3608523
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 3,550
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,694,445
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $94,694,445
- Employer contributions
- $1,498,254
- Participant contributions
- $13,425,532
- Total income / additions
- $31,415,521
- Benefits paid
- $7,079,607
- Administrative expenses
- $344,608
- Total expenses
- $7,579,734
- Net increase / (decrease)
- $23,835,787
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $187,358 | $0 |
| Alliancebernstein Lp | INVESTMENT ADVISOR | $90,669 | not reported in the loaded dataset |
| Pentegra Services Inc. | CONTRACT ADMIN | $75,894 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,312 | not reported in the loaded dataset |