Graef Esop — Form 5500 plan (Graef-Usa 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, Graef Esop is a benefit plan reported by Graef-Usa Inc. under EIN 39-1083592 and plan number 002. The latest loaded filing year is 2023. The filing reports 359 participants and $5,179,581 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Graef-Usa Inc.
- EIN
- 39-1083592
- Plan number
- 002
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 359
- End-of-year plan assets
- $5,179,581
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 359 | H, C | 20241015122051NAL0016367763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,179,581
- Total liabilities (EOY)
- $38
- Net assets (EOY)
- $5,179,543
- Net assets (BOY)
- $4,381,718
Income & contributions
- Employer contributions
- $566,554
- Total contributions
- $566,554
- Total income / additions
- $1,091,559
Expenses & distributions
- Benefits paid
- $260,654
- Administrative expenses
- $33,080
- Total expenses
- $293,734
- Net increase / (decrease)
- $797,825
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wipfli Llp | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Reinhart | NONE | $11,431 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $4,149 | not reported in the loaded dataset | 2023 |