Graber Post 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Graber Post Buildings, 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, Graber Post 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Graber Post Buildings, Inc. under EIN 35-1537223 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $16,560,751 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Graber Post Buildings, Inc.
- EIN
- 35-1537223
- Plan number
- 001
- Plan type
- 2
- Location
- Montgomery, IN
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $16,560,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20250627152238NAL0014246560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,560,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,560,751
- Net assets (BOY)
- $12,374,990
Income & contributions
- Employer contributions
- $452,764
- Participant contributions
- $780,159
- Total contributions
- $1,232,923
- Total income / additions
- $4,549,463
Expenses & distributions
- Benefits paid
- $327,672
- Administrative expenses
- $36,030
- Total expenses
- $363,702
- Net increase / (decrease)
- $4,185,761
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $35,583 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $446 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Graber Post Buildings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Montgomery, IN
- Edward D Jones & Co Lp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation