Plan5500

Retirement Plan For Employees Of Graham Windham Services To Families — Form 5500 plan (Graham Windham Services To Families)

Plain-English plan 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, Retirement Plan For Employees Of Graham Windham Services To Families is a benefit plan reported by Graham Windham Services To Families under EIN 13-2926426 and plan number 004. The latest loaded filing year is 2023. The filing reports 724 participants and $16,851,727 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.9MPlan net assets, end of year$16,851,727
Participants724Covered participants reported
Assets / participant$23.3KComputed: assets ÷ participants$23,276 (computed)
Provider compensation$12.5K2 Schedule C provider row(s)$12,528
Plan sponsor
Graham Windham Services To Families
EIN
13-2926426
Plan number
004
Plan type
2
Location
Brooklyn, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    724 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$16.9M total assets
Net assets$16.9MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$470.4K
Benefits paid / distributions$464.1K
Contributions
Employer$1M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$16,851,727
Total liabilities (EOY)
$0
Net assets (EOY)
$16,851,727
Net assets (BOY)
$14,615,191

Income & contributions

Employer contributions
$1,045,143
Total contributions
$1,045,143
Total income / additions
$2,706,948

Expenses & distributions

Benefits paid
$464,148
Administrative expenses
$6,264
Total expenses
$470,412
Net increase / (decrease)
$2,236,536
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Mutual Of America$6.3K
    NONE · Direct $6.3K · Indirect $0
  2. 2
    Mutual Of America Inverstment Corp$6.3K
    NONE · Direct $6.3K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Retirement Plan For Employees Of Graham Windham Services To Families?
Retirement Plan For Employees Of Graham Windham Services To Families is reported as sponsored by Graham Windham Services To Families (EIN 13-2926426, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Retirement Plan For Employees Of Graham Windham Services To Families?
The latest Form 5500 filing year loaded for Retirement Plan For Employees Of Graham Windham Services To Families is 2023.
How many participants does Retirement Plan For Employees Of Graham Windham Services To Families report?
Retirement Plan For Employees Of Graham Windham Services To Families reports 724 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Retirement Plan For Employees Of Graham Windham Services To Families?
Retirement Plan For Employees Of Graham Windham Services To Families reports $16,851,727 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages