GRAHAM CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN OF GRAHAM CORPORATION
| Measure | Date | Value |
|---|
| 2023 : RETIREMENT INCOME PLAN OF GRAHAM CORPORATION 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $1,866,992 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $1,866,992 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $3,287,668 |
| Total loss/gain on sale of assets | 2023-12-31 | $141,139 |
| Total of all expenses incurred | 2023-12-31 | $2,603,308 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,431,700 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $0 |
| Value of total assets at end of year | 2023-12-31 | $33,220,889 |
| Value of total assets at beginning of year | 2023-12-31 | $32,536,529 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $171,608 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,279,537 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,279,537 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $2,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2023-12-31 | $17,000 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $1,382,871 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $17,000 |
| Administrative expenses (other) incurred | 2023-12-31 | $15,456 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $684,360 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $33,220,889 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $32,536,529 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $82,339 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $33,121,916 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $32,445,928 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $81,973 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $90,601 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $90,601 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,048,829 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Aggregate proceeds on sale of assets | 2023-12-31 | $2,611,680 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $2,470,541 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | FREED MAXICK, CPA'S P.C. |
| Accountancy firm EIN | 2023-12-31 | 454051133 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $1,866,992 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $1,866,992 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $3,287,668 |
| Total loss/gain on sale of assets | 2023-01-01 | $141,139 |
| Total of all expenses incurred | 2023-01-01 | $2,603,308 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $2,431,700 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $0 |
| Value of total assets at end of year | 2023-01-01 | $33,220,889 |
| Value of total assets at beginning of year | 2023-01-01 | $32,536,529 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $171,608 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $1,279,537 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $1,279,537 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $2,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2023-01-01 | $17,000 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-01-01 | $1,382,871 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $17,000 |
| Administrative expenses (other) incurred | 2023-01-01 | $15,456 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $684,360 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $33,220,889 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $32,536,529 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $82,339 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $33,121,916 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $32,445,928 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $81,973 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,048,829 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Aggregate proceeds on sale of assets | 2023-01-01 | $2,611,680 |
| Aggregate carrying amount (costs) on sale of assets | 2023-01-01 | $2,470,541 |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | FREED MAXICK, CPA'S P.C. |
| Accountancy firm EIN | 2023-01-01 | 454051133 |
| 2022 : RETIREMENT INCOME PLAN OF GRAHAM CORPORATION 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-12,001,840 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-12,001,840 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-10,810,104 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $2,551,433 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,424,108 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
| Value of total assets at end of year | 2022-12-31 | $32,536,529 |
| Value of total assets at beginning of year | 2022-12-31 | $45,898,066 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $127,325 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,191,736 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,191,736 |
| Administrative expenses professional fees incurred | 2022-12-31 | $56,125 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $1,304,508 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $5,526 |
| Administrative expenses (other) incurred | 2022-12-31 | $15,752 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-13,361,537 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $32,536,529 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $45,898,066 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $55,448 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $32,445,928 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $45,786,774 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $90,601 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $105,766 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $105,766 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,119,600 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | FREED MAXICK, CPA'S P.C. |
| Accountancy firm EIN | 2022-12-31 | 454051133 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-12,001,840 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-12,001,840 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-10,810,104 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $2,551,433 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $2,424,108 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $0 |
| Value of total assets at end of year | 2022-01-01 | $32,536,529 |
| Value of total assets at beginning of year | 2022-01-01 | $45,898,066 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $127,325 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $1,191,736 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $1,191,736 |
| Administrative expenses professional fees incurred | 2022-01-01 | $56,125 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-01-01 | $1,304,508 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $5,526 |
| Administrative expenses (other) incurred | 2022-01-01 | $15,752 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-13,361,537 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $32,536,529 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $45,898,066 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $55,448 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $32,445,928 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $45,786,774 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $90,601 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,119,600 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | FREED MAXICK, CPA'S P.C. |
| Accountancy firm EIN | 2022-01-01 | 454051133 |
| 2021 : RETIREMENT INCOME PLAN OF GRAHAM CORPORATION 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-1,275,912 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-1,275,912 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,777,344 |
| Total loss/gain on sale of assets | 2021-12-31 | $1,141,738 |
| Total of all expenses incurred | 2021-12-31 | $2,585,185 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,454,383 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $45,898,066 |
| Value of total assets at beginning of year | 2021-12-31 | $46,705,907 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $130,802 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,911,518 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,911,518 |
| Administrative expenses professional fees incurred | 2021-12-31 | $53,827 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $5,526 |
| Administrative expenses (other) incurred | 2021-12-31 | $16,942 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-807,841 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $45,898,066 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $46,705,907 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $60,033 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $45,786,774 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $46,628,779 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $105,766 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $77,128 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $77,128 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $1,451,811 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,002,572 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $11,155,817 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $10,014,079 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | FREED MAXICK, CPA'S P.C. |
| Accountancy firm EIN | 2021-12-31 | 454051133 |
| 2020 : RETIREMENT INCOME PLAN OF GRAHAM CORPORATION 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $3,517,899 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $3,517,899 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $7,176,308 |
| Total loss/gain on sale of assets | 2020-12-31 | $384,083 |
| Total of all expenses incurred | 2020-12-31 | $2,514,417 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,378,373 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
| Value of total assets at end of year | 2020-12-31 | $46,705,907 |
| Value of total assets at beginning of year | 2020-12-31 | $42,044,016 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $136,044 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,393,196 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,393,196 |
| Administrative expenses professional fees incurred | 2020-12-31 | $60,972 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Administrative expenses (other) incurred | 2020-12-31 | $17,762 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $4,661,891 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $46,705,907 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $42,044,016 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $57,310 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $46,628,779 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $41,962,373 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $77,128 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $81,643 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $81,643 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $1,420,729 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $881,130 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $957,644 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $5,101,237 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $4,717,154 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | FREED MAXICK, CPA'S P.C. |
| Accountancy firm EIN | 2020-12-31 | 454051133 |
| 2019 : RETIREMENT INCOME PLAN OF GRAHAM CORPORATION 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $7,831,641 |
| Total loss/gain on sale of assets | 2019-12-31 | $1,585,486 |
| Total of all expenses incurred | 2019-12-31 | $2,965,564 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,828,389 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Value of total assets at end of year | 2019-12-31 | $42,044,016 |
| Value of total assets at beginning of year | 2019-12-31 | $37,177,939 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $137,175 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,682,732 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,682,732 |
| Administrative expenses professional fees incurred | 2019-12-31 | $63,606 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Administrative expenses (other) incurred | 2019-12-31 | $20,240 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $4,866,077 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $42,044,016 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $37,177,939 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $53,329 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $41,962,373 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $37,093,812 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $81,643 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $84,127 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $84,127 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,719,238 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,563,423 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,109,151 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $11,154,014 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $9,568,528 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | FREED MAXICK, CPA'S P.C. |
| Accountancy firm EIN | 2019-12-31 | 454051133 |
| 2018 : RETIREMENT INCOME PLAN OF GRAHAM CORPORATION 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $-1,037,346 |
| Total loss/gain on sale of assets | 2018-12-31 | $145,868 |
| Total of all expenses incurred | 2018-12-31 | $2,114,844 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,996,782 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $29,507 |
| Value of total assets at end of year | 2018-12-31 | $37,177,939 |
| Value of total assets at beginning of year | 2018-12-31 | $40,330,129 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $118,062 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,470,378 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,470,378 |
| Administrative expenses professional fees incurred | 2018-12-31 | $26,783 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Administrative expenses (other) incurred | 2018-12-31 | $39,467 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-3,152,190 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $37,177,939 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $40,330,129 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $51,812 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $37,093,812 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $39,385,900 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $84,127 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $944,229 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $944,229 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $997,643 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,683,099 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $29,507 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $999,139 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $22,400,766 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $22,254,898 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | FREED MAXICK, CPA'S P.C. |
| Accountancy firm EIN | 2018-12-31 | 454051133 |
| 2017 : RETIREMENT INCOME PLAN OF GRAHAM CORPORATION 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $6,186,426 |
| Total loss/gain on sale of assets | 2017-12-31 | $494,953 |
| Total of all expenses incurred | 2017-12-31 | $3,432,176 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,290,852 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $52,388 |
| Value of total assets at end of year | 2017-12-31 | $40,330,129 |
| Value of total assets at beginning of year | 2017-12-31 | $37,575,879 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $141,324 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,226,065 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,226,065 |
| Administrative expenses professional fees incurred | 2017-12-31 | $50,025 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Administrative expenses (other) incurred | 2017-12-31 | $42,825 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $2,754,250 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $40,330,129 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $37,575,879 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $48,474 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $39,385,900 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $37,466,101 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $944,229 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $109,778 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $109,778 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $1,245,725 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,413,020 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $52,388 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,045,127 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $4,266,323 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $3,771,370 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | FREED MAXICK, CPA'S, P.C. |
| Accountancy firm EIN | 2017-12-31 | 454051133 |
| 2016 : RETIREMENT INCOME PLAN OF GRAHAM CORPORATION 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $2,939,506 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $3,763,532 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,631,452 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
| Value of total assets at end of year | 2016-12-31 | $37,575,879 |
| Value of total assets at beginning of year | 2016-12-31 | $38,399,905 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $132,080 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,196,283 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,196,283 |
| Administrative expenses professional fees incurred | 2016-12-31 | $66,136 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $14,900 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $15,146 |
| Administrative expenses (other) incurred | 2016-12-31 | $23,424 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-824,026 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $37,575,879 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $38,399,905 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $42,520 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $37,466,101 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $38,273,827 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $109,778 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $110,932 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $110,932 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $1,798,202 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $1,743,223 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,833,250 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | FREED MAXICK, CPA'S, P.C. |
| Accountancy firm EIN | 2016-12-31 | 454051133 |
| 2015 : RETIREMENT INCOME PLAN OF GRAHAM CORPORATION 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $-36,310 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $1,441,862 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,295,520 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
| Value of total assets at end of year | 2015-12-31 | $38,399,905 |
| Value of total assets at beginning of year | 2015-12-31 | $39,878,077 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $146,342 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,409,883 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,409,883 |
| Administrative expenses professional fees incurred | 2015-12-31 | $81,903 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $14,900 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $15,146 |
| Administrative expenses (other) incurred | 2015-12-31 | $21,261 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-1,478,172 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $38,399,905 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $39,878,077 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $43,178 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $38,273,827 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $39,781,685 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $110,932 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $96,392 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $96,392 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,446,193 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,295,520 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | FREED MAXICK, CPA'S, P.C. |
| Accountancy firm EIN | 2015-12-31 | 454051133 |
| 2014 : RETIREMENT INCOME PLAN OF GRAHAM CORPORATION 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $3,226,818 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $1,298,777 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,183,768 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $54,577 |
| Value of total assets at end of year | 2014-12-31 | $39,878,077 |
| Value of total assets at beginning of year | 2014-12-31 | $37,950,036 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $115,009 |
| Total interest from all sources | 2014-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,419,949 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,419,949 |
| Administrative expenses professional fees incurred | 2014-12-31 | $54,447 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Administrative expenses (other) incurred | 2014-12-31 | $18,522 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $1,928,041 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $39,878,077 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $37,950,036 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $42,040 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $39,781,685 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $37,861,555 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $96,392 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $88,481 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $88,481 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,752,292 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $54,577 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,183,768 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | FREED MAXICK, CPA'S, P.C. |
| Accountancy firm EIN | 2014-12-31 | 454051133 |
| 2013 : RETIREMENT INCOME PLAN OF GRAHAM CORPORATION 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $6,439,348 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $1,780,289 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,646,035 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
| Value of total assets at end of year | 2013-12-31 | $37,950,036 |
| Value of total assets at beginning of year | 2013-12-31 | $33,290,977 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $134,254 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,011,087 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,011,087 |
| Administrative expenses professional fees incurred | 2013-12-31 | $81,427 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Administrative expenses (other) incurred | 2013-12-31 | $17,178 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $4,659,059 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $37,950,036 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $33,290,977 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $35,649 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $37,861,555 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $32,915,859 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $88,481 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $375,118 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $375,118 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,428,261 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,646,035 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | EFP ROTENBERG, LLP |
| Accountancy firm EIN | 2013-12-31 | 264298079 |
| 2012 : RETIREMENT INCOME PLAN OF GRAHAM CORPORATION 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $4,006,736 |
| Total of all expenses incurred | 2012-12-31 | $1,078,639 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $979,059 |
| Value of total assets at end of year | 2012-12-31 | $33,290,977 |
| Value of total assets at beginning of year | 2012-12-31 | $30,362,880 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $99,580 |
| Total interest from all sources | 2012-12-31 | $2 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $949,351 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $949,351 |
| Administrative expenses professional fees incurred | 2012-12-31 | $59,625 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Administrative expenses (other) incurred | 2012-12-31 | $14,420 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $2,928,097 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $33,290,977 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $30,362,880 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $25,535 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $32,915,859 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $30,283,982 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $375,118 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $78,898 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $78,898 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $2 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,057,383 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $979,059 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | EFP ROTENBERG, LLP |
| Accountancy firm EIN | 2012-12-31 | 264298079 |
| 2011 : RETIREMENT INCOME PLAN OF GRAHAM CORPORATION 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $-55,813 |
| Total of all expenses incurred | 2011-12-31 | $1,011,287 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $909,679 |
| Value of total assets at end of year | 2011-12-31 | $30,362,880 |
| Value of total assets at beginning of year | 2011-12-31 | $31,429,980 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $101,608 |
| Total interest from all sources | 2011-12-31 | $2 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $984,918 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $984,918 |
| Administrative expenses professional fees incurred | 2011-12-31 | $87,188 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Administrative expenses (other) incurred | 2011-12-31 | $14,420 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-1,067,100 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $30,362,880 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $31,429,980 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $30,283,982 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $31,355,386 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $78,898 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $74,594 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $74,594 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $2 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,040,733 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $909,679 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | EFP ROTENBERG, LLP |
| Accountancy firm EIN | 2011-12-31 | 264298079 |
| 2010 : RETIREMENT INCOME PLAN OF GRAHAM CORPORATION 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $3,456,107 |
| Total of all expenses incurred | 2010-12-31 | $964,366 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $871,168 |
| Value of total assets at end of year | 2010-12-31 | $31,429,980 |
| Value of total assets at beginning of year | 2010-12-31 | $28,938,239 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $93,198 |
| Total interest from all sources | 2010-12-31 | $3 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $814,713 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $814,713 |
| Administrative expenses professional fees incurred | 2010-12-31 | $78,638 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Other income not declared elsewhere | 2010-12-31 | $2,207 |
| Administrative expenses (other) incurred | 2010-12-31 | $14,560 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $2,491,741 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $31,429,980 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $28,938,239 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $31,355,386 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $28,868,410 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $74,594 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $69,829 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $69,829 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $3 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,639,184 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $871,168 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | EFP ROTENBERG, LLP |
| Accountancy firm EIN | 2010-12-31 | 264298079 |
| 2009 : RETIREMENT INCOME PLAN OF GRAHAM CORPORATION 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
