2023 Form 5500 filing — Graef Esop
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 20241015122051NAL0016367763001) for Graef Esop, reported by Graef-Usa Inc. under EIN 39-1083592 and plan number 002. It reports 359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122051NAL0016367763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Graef-Usa Inc.
- EIN
- 39-1083592
- Plan number
- 002
- Location
- Milwaukee, WI
- Participants
- 359
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,179,581
- Total liabilities (EOY)
- $38
- Net assets (EOY)
- $5,179,543
- Employer contributions
- $566,554
- Total income / additions
- $1,091,559
- Benefits paid
- $260,654
- Administrative expenses
- $33,080
- Total expenses
- $293,734
- Net increase / (decrease)
- $797,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wipfli Llp | NONE | $17,500 | not reported in the loaded dataset |
| Reinhart | NONE | $11,431 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $4,149 | not reported in the loaded dataset |