Graeter'S Manufacturing Co. 401(K) Retirement Savings Plan — Form 5500 plan (Graeter'S Manufacturing Co.)
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, Graeter'S Manufacturing Co. 401(K) Retirement Savings Plan is a benefit plan reported by Graeter'S Manufacturing Co. under EIN 31-0586812 and plan number 001. The latest loaded filing year is 2023. The filing reports 404 participants and $10,262,210 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Graeter'S Manufacturing Co.
- EIN
- 31-0586812
- Plan number
- 001
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 404
- End-of-year plan assets
- $10,262,210
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 404 | H, C | 20241014163209NAL0027866833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,262,210
- Net assets (EOY)
- $10,262,210
- Net assets (BOY)
- $8,366,468
Income & contributions
- Employer contributions
- $270,967
- Participant contributions
- $985,586
- Total contributions
- $1,328,838
- Total income / additions
- $2,588,194
Expenses & distributions
- Benefits paid
- $670,980
- Administrative expenses
- $19,410
- Total expenses
- $692,452
- Net increase / (decrease)
- $1,895,742
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Company | RECORDKEEPER | $12,596 | not reported in the loaded dataset | 2023 |
| Mcgregor & Associates | RECORDKEEPER | $4,983 | not reported in the loaded dataset | 2023 |
| Mesirow Financial, Inc | INVESTMENT ADVISORY -PLAN | $1,831 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Graeter'S Manufacturing Co.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Transamerica Financial Life Company — Schedule C compensation
- Mcgregor & Associates — Schedule C compensation
- Mesirow Financial, Inc — Schedule C compensation