Grafton School Incorporated Retirement Plan — Form 5500 plan (Grafton School Incorporated)
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, Grafton School Incorporated Retirement Plan is a benefit plan reported by Grafton School Incorporated under EIN 54-0682401 and plan number 001. The latest loaded filing year is 2023. The filing reports 907 participants and $19,107,466 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grafton School Incorporated
- EIN
- 54-0682401
- Plan number
- 001
- Plan type
- 2
- Location
- Winchester, VA
- Latest filing year
- 2023
- Participants
- 907
- End-of-year plan assets
- $19,107,466
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 907 | H, C | 20241010083151NAL0011301027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,107,466
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,107,466
- Net assets (BOY)
- $15,909,159
Income & contributions
- Employer contributions
- $714,630
- Participant contributions
- $1,160,381
- Total contributions
- $1,943,082
- Total income / additions
- $4,632,182
Expenses & distributions
- Benefits paid
- $1,378,569
- Administrative expenses
- $54,201
- Total expenses
- $1,433,875
- Net increase / (decrease)
- $3,198,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Financial Inv | NONE | $43,946 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $10,254 | $8,931 | 2023 |