Plan5500

Graebel Employees' 401(K) Plan — Form 5500 plan (Graebel 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, Graebel Employees' 401(K) Plan is a benefit plan reported by Graebel Companies, Inc. under EIN 36-4431621 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,055 participants and $52,859,014 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Graebel Companies, Inc.
EIN
36-4431621
Plan number
003
Plan type
2
Location
Aurora, CO
Latest filing year
2023
Participants
1,055
End-of-year plan assets
$52,859,014

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,055H, C20241001100629NAL0003890435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,859,014
Total liabilities (EOY)
$0
Net assets (EOY)
$52,859,014
Net assets (BOY)
$45,672,800

Income & contributions

Employer contributions
$960,353
Participant contributions
$3,732,056
Total contributions
$5,773,533
Total income / additions
$13,801,962

Expenses & distributions

Benefits paid
$6,410,664
Administrative expenses
$221,251
Total expenses
$6,615,748
Net increase / (decrease)
$7,186,214

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cook Street ConsultingCONSULTANT$49,933not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$16,256not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$3,068$02023

Related Form 5500 pages