The Graham Company Employee Stock Ownership Plan — Form 5500 plan (William A 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 Employee Stock Ownership Plan is a benefit plan reported by William A Graham Company under EIN 23-1570876 and plan number 004. The latest loaded filing year is 2023. The filing reports 242 participants and $30,982,380 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William A Graham Company
- EIN
- 23-1570876
- Plan number
- 004
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 242
- End-of-year plan assets
- $30,982,380
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 242 | H, C | 20241003114657NAL0016990816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,982,380
- Total liabilities (EOY)
- $48,799
- Net assets (EOY)
- $30,933,581
- Net assets (BOY)
- $18,914,936
Income & contributions
- Employer contributions
- $150,000
- Total contributions
- $150,000
- Total income / additions
- $126,507,181
Expenses & distributions
- Benefits paid
- $114,283,896
- Administrative expenses
- $120,000
- Total expenses
- $114,488,536
- Net increase / (decrease)
- $12,018,645
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $59,456 | not reported in the loaded dataset | 2023 |
| Penchecks | NONE | $11,745 | not reported in the loaded dataset | 2023 |