The Gradall Company Employees' Retirement Plan — Form 5500 plan (Gradall Industries LLC)

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, The Gradall Company Employees' Retirement Plan is a benefit plan reported by Gradall Industries LLC under EIN 74-2660540 and plan number 341. The latest loaded filing year is 2023. The filing reports 289 participants and $18,775,175 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.8MPlan net assets, end of year$18,775,175
Participants289Covered participants reported
Assets / participant$65KComputed: assets ÷ participants$64,966 (computed)
Provider compensation$62.4K2 Schedule C provider row(s)$62,356
Plan sponsor
Gradall Industries LLC
EIN
74-2660540
Plan number
341
Plan type
2
Location
Seguin, TX
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    289 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.8M total assets
Net assets$18.8MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Full reported line items

Net assets

Total assets (EOY)
$18,775,175
Total liabilities (EOY)
$0
Net assets (EOY)
$18,775,175
Net assets (BOY)
$18,269,251

Income & contributions

Total contributions
$0
Total income / additions
$1,707,478

Expenses & distributions

Benefits paid
$1,139,198
Administrative expenses
$62,356
Total expenses
$1,201,554
Net increase / (decrease)
$505,924
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income67%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    TRUSTEE · Direct $62.4K
  2. 2
    SERVICE PROVIDER · Direct $0 · Indirect $0

Related Form 5500 pages