The Graham Company 401(K) Profit Sharing Plan — Form 5500 plan (The Graham Company)
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, The Graham Company 401(K) Profit Sharing Plan is a benefit plan reported by The Graham Company under EIN 23-1570876 and plan number 003. The latest loaded filing year is 2023. The filing reports 278 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants278Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$107.3K3 Schedule C provider row(s)$107,337
- Plan sponsor
- The Graham Company
- EIN
- 23-1570876
- Plan number
- 003
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 278 | I, C | 20240923105026NAL0023285266001 |
| 2023 | 212 | I, C | 20240923105836NAL0011274209001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $265
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$2
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $263
- Total expenses
- $263
- Net increase / (decrease)
- -$265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $53,301 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $38,361 | $0 | 2023 |
| Kreischer Miller | ACCOUNTANT/AUDITOR | $15,675 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Graham Company
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Ubs Financial Services Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Kreischer Miller — Schedule C compensation