2023 Form 5500 filing — P. Graham Dunn, Inc. Employee Stock Ownership 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 20250725132020NAL0006675681001) for P. Graham Dunn, Inc. Employee Stock Ownership Plan, reported by P. Graham Dunn, Inc. under EIN 34-1667697 and plan number 002. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$378.3KReported net assets-$378,277
Participants217
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250725132020NAL0006675681001
Plan sponsor
P. Graham Dunn, Inc.
EIN
34-1667697
Plan number
002
Location
Dalton, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$69.9K total assets
Net assets-$378.3KLiabilities$448.2K
Money in vs. money out
Total income / additions-$9.2K
Total expenses$12.7K
Benefits paid / distributions$2K
Contributions
Employer$20.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$69,909
Total liabilities (EOY)
$448,186
Net assets (EOY)
-$378,277
Employer contributions
$20,453
Total income / additions
-$9,247
Benefits paid
$1,989
Administrative expenses
$120
Total expenses
$12,743
Net increase / (decrease)
-$21,990

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250725132020NAL0006675681001 cover?
It is the 2023 Form 5500 filing for P. Graham Dunn, Inc. Employee Stock Ownership Plan, reported by P. Graham Dunn, Inc. (EIN 34-1667697).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages