Graham Dealerships Pension Plan — Form 5500 plan (Graham Dealerships Companies, 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, Graham Dealerships Pension Plan is a benefit plan reported by Graham Dealerships Companies, Inc. under EIN 31-1289557 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $10,120,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Graham Dealerships Companies, Inc.
- EIN
- 31-1289557
- Plan number
- 001
- Plan type
- 2
- Location
- Mansfield, OH
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $10,120,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241014124137NAL0045982032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,120,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,120,449
- Net assets (BOY)
- $8,959,417
Income & contributions
- Employer contributions
- $190,161
- Participant contributions
- $725,158
- Total contributions
- $915,319
- Total income / additions
- $2,336,619
Expenses & distributions
- Benefits paid
- $1,143,231
- Administrative expenses
- $30,798
- Total expenses
- $1,175,587
- Net increase / (decrease)
- $1,161,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jc & Company | ACCOUNTANT | $18,350 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,449 | $0 | 2023 |
| Invicta Capital LLC | OTHER SERVICES | $0 | $7,186 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Graham Dealerships Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Mansfield, OH
- Jc & Company — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Invicta Capital LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation