William Grant & Sons, Inc. Savings And Investment Plan — Form 5500 plan (William Grant & Sons Inc)

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, William Grant & Sons, Inc. Savings And Investment Plan is a benefit plan reported by William Grant & Sons Inc under EIN 22-1757718 and plan number 002. The latest loaded filing year is 2023. The filing reports 481 participants and $99,482,091 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
William Grant & Sons Inc
EIN
22-1757718
Plan number
002
Plan type
2
Location
Edison, NJ
Latest filing year
2023
Participants
481
End-of-year plan assets
$99,482,091

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023481H, C20241011092243NAL0038296224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$99,482,091
Total liabilities (EOY)
$0
Net assets (EOY)
$99,482,091
Net assets (BOY)
$85,817,492

Income & contributions

Employer contributions
$3,446,539
Participant contributions
$3,475,229
Total contributions
$8,183,527
Total income / additions
$22,588,639

Expenses & distributions

Benefits paid
$8,867,559
Administrative expenses
$56,481
Total expenses
$8,924,040
Net increase / (decrease)
$13,664,599

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$56,481$7,0902023
Capfinancial PartnerINV ADV, PARTICIPANTS$0$7,2502023

Related Form 5500 pages