2023 Form 5500 filing — William Grant & Sons, Inc. Pension 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 20250414092159NAL0000695731001) for William Grant & Sons, Inc. Pension Plan, reported by William Grant & Sons, Inc. under EIN 22-1757718 and plan number 001. It reports 97 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15MReported net assets$14,980,185
Participants97
Provider compensation$23.1K1 Schedule C row(s)$23,075
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250414092159NAL0000695731001
- Plan sponsor
- William Grant & Sons, Inc.
- EIN
- 22-1757718
- Plan number
- 001
- Location
- Edison, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15M total assets
Net assets$15MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,980,185
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,980,185
- Employer contributions
- $800,000
- Total income / additions
- $1,733,975
- Benefits paid
- $994,985
- Administrative expenses
- $23,075
- Total expenses
- $1,018,060
- Net increase / (decrease)
- $715,915
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,075 | $0 |