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THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 401k Plan overview

Plan NameTHE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT
Plan identification number 001

THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE GRAHAM COMPANIES has sponsored the creation of one or more 401k plans.

Company Name:THE GRAHAM COMPANIES
Employer identification number (EIN):650127392
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HELEN ALICEA HELEN ALICEA2018-10-12
0012016-01-01ELLEN SELMER ELLEN SELMER2018-01-30
0012015-01-01ELLEN SELMER ELLEN SELMER2016-10-14
0012014-01-01ELLEN SELMER ELLEN SELMER2015-10-14
0012013-01-01ELLEN SELMER ELLEN SELMER2014-10-15
0012012-01-01ELLEN SELMER
0012011-01-01ELLEN SELMER
0012010-01-01ELLEN SELMER
0012009-01-01ELLEN SELMER

Plan Statistics for THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT

401k plan membership statisitcs for THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT

Measure Date Value
2022: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2022 401k membership
Market value of plan assets2022-12-3149,631,475
Acturial value of plan assets2022-12-3145,434,511
Funding target for retired participants and beneficiaries receiving payment2022-12-3116,182,546
Number of terminated vested participants2022-12-31142
Fundng target for terminated vested participants2022-12-313,754,745
Active participant vested funding target2022-12-3116,803,815
Number of active participants2022-12-31194
Total funding liabilities for active participants2022-12-3116,937,882
Total participant count2022-12-31507
Total funding target for all participants2022-12-3136,875,173
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,336,350
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01519
Total number of active participants reported on line 7a of the Form 55002022-01-01211
Number of retired or separated participants receiving benefits2022-01-01157
Number of other retired or separated participants entitled to future benefits2022-01-01159
Total of all active and inactive participants2022-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-01538
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2021 401k membership
Market value of plan assets2021-12-3145,826,036
Acturial value of plan assets2021-12-3141,243,433
Funding target for retired participants and beneficiaries receiving payment2021-12-3115,692,891
Number of terminated vested participants2021-12-31119
Fundng target for terminated vested participants2021-12-312,849,636
Active participant vested funding target2021-12-3116,071,454
Number of active participants2021-12-31228
Total funding liabilities for active participants2021-12-3116,282,489
Total participant count2021-12-31520
Total funding target for all participants2021-12-3134,825,016
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,227,720
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01498
Total number of active participants reported on line 7a of the Form 55002021-01-01189
Number of retired or separated participants receiving benefits2021-01-01154
Number of other retired or separated participants entitled to future benefits2021-01-01145
Total of all active and inactive participants2021-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-01500
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2020 401k membership
Market value of plan assets2020-12-3139,315,136
Acturial value of plan assets2020-12-3135,942,669
Funding target for retired participants and beneficiaries receiving payment2020-12-3113,698,515
Number of terminated vested participants2020-12-31104
Fundng target for terminated vested participants2020-12-312,318,929
Active participant vested funding target2020-12-3117,709,612
Number of active participants2020-12-31264
Total funding liabilities for active participants2020-12-3117,989,973
Total participant count2020-12-31537
Total funding target for all participants2020-12-3134,007,417
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,376,176
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01536
Total number of active participants reported on line 7a of the Form 55002020-01-01222
Number of retired or separated participants receiving benefits2020-01-01152
Number of other retired or separated participants entitled to future benefits2020-01-01133
Total of all active and inactive participants2020-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-01520
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0143
2019: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2019 401k membership
Market value of plan assets2019-12-3131,766,937
Acturial value of plan assets2019-12-3132,654,085
Funding target for retired participants and beneficiaries receiving payment2019-12-3113,512,028
Number of terminated vested participants2019-12-3189
Fundng target for terminated vested participants2019-12-312,160,910
Active participant vested funding target2019-12-3116,174,963
Number of active participants2019-12-31272
Total funding liabilities for active participants2019-12-3116,581,107
Total participant count2019-12-31533
Total funding target for all participants2019-12-3132,254,045
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,204,013
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,097,795
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,497,835
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,097,795
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,097,795
Contributions allocatedtoward minimum required contributions for current year2019-12-311,097,795
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01533
Total number of active participants reported on line 7a of the Form 55002019-01-01263
Number of retired or separated participants receiving benefits2019-01-01155
Number of other retired or separated participants entitled to future benefits2019-01-01109
Total of all active and inactive participants2019-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0115
Total participants2019-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2018 401k membership
Market value of plan assets2018-12-3134,585,284
Acturial value of plan assets2018-12-3134,273,963
Funding target for retired participants and beneficiaries receiving payment2018-12-3111,576,757
Number of terminated vested participants2018-12-3182
Fundng target for terminated vested participants2018-12-311,789,109
Active participant vested funding target2018-12-3115,998,699
Number of active participants2018-12-31280
Total funding liabilities for active participants2018-12-3116,354,728
Total participant count2018-12-31525
Total funding target for all participants2018-12-3129,720,594
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,523,476
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01525
Total number of active participants reported on line 7a of the Form 55002018-01-01272
Number of retired or separated participants receiving benefits2018-01-01156
Number of other retired or separated participants entitled to future benefits2018-01-0189
Total of all active and inactive participants2018-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0116
Total participants2018-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2017 401k membership
Market value of plan assets2017-12-3132,069,684
Acturial value of plan assets2017-12-3135,276,652
Funding target for retired participants and beneficiaries receiving payment2017-12-3110,270,429
Number of terminated vested participants2017-12-3179
Fundng target for terminated vested participants2017-12-311,465,598
Active participant vested funding target2017-12-3115,619,445
Number of active participants2017-12-31294
Total funding liabilities for active participants2017-12-3115,843,595
Total participant count2017-12-31529
Total funding target for all participants2017-12-3127,579,622
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,186,940
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01529
Total number of active participants reported on line 7a of the Form 55002017-01-01280
Number of retired or separated participants receiving benefits2017-01-01148
Number of other retired or separated participants entitled to future benefits2017-01-0182
Total of all active and inactive participants2017-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0115
Total participants2017-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2016 401k membership
Market value of plan assets2016-12-3135,949,706
Acturial value of plan assets2016-12-3139,544,676
Funding target for retired participants and beneficiaries receiving payment2016-12-3110,088,817
Number of terminated vested participants2016-12-3170
Fundng target for terminated vested participants2016-12-311,312,398
Active participant vested funding target2016-12-3113,678,425
Number of active participants2016-12-31297
Total funding liabilities for active participants2016-12-3113,929,020
Total participant count2016-12-31523
Total funding target for all participants2016-12-3125,330,235
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,137,177
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01523
Total number of active participants reported on line 7a of the Form 55002016-01-01294
Number of retired or separated participants receiving benefits2016-01-01141
Number of other retired or separated participants entitled to future benefits2016-01-0179
Total of all active and inactive participants2016-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0115
Total participants2016-01-01529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0131
2015: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2015 401k membership
Total participants, beginning-of-year2015-01-01514
Total number of active participants reported on line 7a of the Form 55002015-01-01297
Number of retired or separated participants receiving benefits2015-01-01140
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0116
Total participants2015-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2014 401k membership
Total participants, beginning-of-year2014-01-01500
Total number of active participants reported on line 7a of the Form 55002014-01-01283
Number of retired or separated participants receiving benefits2014-01-01151
Number of other retired or separated participants entitled to future benefits2014-01-0161
Total of all active and inactive participants2014-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0119
Total participants2014-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2013 401k membership
Total participants, beginning-of-year2013-01-01486
Total number of active participants reported on line 7a of the Form 55002013-01-01282
Number of retired or separated participants receiving benefits2013-01-01145
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0120
Total participants2013-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2012 401k membership
Total participants, beginning-of-year2012-01-01410
Total number of active participants reported on line 7a of the Form 55002012-01-01268
Number of retired or separated participants receiving benefits2012-01-01141
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0122
Total participants2012-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2011 401k membership
Total participants, beginning-of-year2011-01-01486
Total number of active participants reported on line 7a of the Form 55002011-01-01180
Number of retired or separated participants receiving benefits2011-01-01152
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0118
Total participants2011-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2010 401k membership
Total participants, beginning-of-year2010-01-01585
Total number of active participants reported on line 7a of the Form 55002010-01-01290
Number of retired or separated participants receiving benefits2010-01-01173
Number of other retired or separated participants entitled to future benefits2010-01-0123
Total of all active and inactive participants2010-01-01486
Total participants2010-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0132
2009: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2009 401k membership
Total participants, beginning-of-year2009-01-01585
Total number of active participants reported on line 7a of the Form 55002009-01-01346
Number of retired or separated participants receiving benefits2009-01-01151
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0117
Total participants2009-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0134

Financial Data on THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT

Measure Date Value
2022 : THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-10,600,814
Total loss/gain on sale of assets2022-12-31$22,363
Total of all expenses incurred2022-12-31$2,257,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,876,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$36,772,837
Value of total assets at beginning of year2022-12-31$49,631,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$380,905
Total interest from all sources2022-12-31$5,665
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$7,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$201,496
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4
Administrative expenses (other) incurred2022-12-31$133,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,858,638
Value of net assets at end of year (total assets less liabilities)2022-12-31$36,772,837
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,631,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$213,427
Value of interest in common/collective trusts at end of year2022-12-31$36,092,507
Value of interest in common/collective trusts at beginning of year2022-12-31$49,384,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$478,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$246,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$246,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,665
Net investment gain or loss from common/collective trusts2022-12-31$-10,628,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,876,919
Contract administrator fees2022-12-31$26,622
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$22,363
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$26,378
Total income from all sources (including contributions)2021-12-31$6,209,625
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,404,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,010,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$49,631,475
Value of total assets at beginning of year2021-12-31$45,852,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$394,057
Total interest from all sources2021-12-31$25
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$42,274
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$26,378
Other income not declared elsewhere2021-12-31$139,974
Administrative expenses (other) incurred2021-12-31$84,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,805,233
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,631,475
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$45,826,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$205,215
Value of interest in common/collective trusts at end of year2021-12-31$49,384,776
Value of interest in common/collective trusts at beginning of year2021-12-31$45,692,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$246,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$160,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$160,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$25
Net investment gain or loss from common/collective trusts2021-12-31$6,069,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,010,335
Contract administrator fees2021-12-31$62,384
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,877,669
Total unrealized appreciation/depreciation of assets2020-12-31$3,877,669
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$26,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$27,844
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,986,063
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,520,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,101,123
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$45,852,620
Value of total assets at beginning of year2020-12-31$39,388,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$419,016
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$3,586
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$496,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$62,877
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$28,978
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$14,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$26,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$27,844
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$6,465,924
Value of net assets at end of year (total assets less liabilities)2020-12-31$45,826,242
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$39,360,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$291,100
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$45,692,449
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$160,169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,525,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,525,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,586
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$4,608,689
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$1,204,013
Income. Dividends from preferred stock2020-12-31$434,679
Income. Dividends from common stock2020-12-31$61,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,101,123
Contract administrator fees2020-12-31$65,039
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$36,615,373
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,929,702
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,929,702
Total unrealized appreciation/depreciation of assets2019-12-31$4,929,702
Total unrealized appreciation/depreciation of assets2019-12-31$4,929,702
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$27,844
Total liabilities at beginning 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$9,899,435
Total income from all sources (including contributions)2019-12-31$9,899,435
Total loss/gain on sale of assets2019-12-31$2,378,440
Total loss/gain on sale of assets2019-12-31$2,378,440
Total of all expenses incurred2019-12-31$2,306,054
Total of all expenses incurred2019-12-31$2,306,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,646,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,646,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,204,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,204,013
Value of total assets at end of year2019-12-31$39,388,162
Value of total assets at end of year2019-12-31$39,388,162
Value of total assets at beginning of year2019-12-31$31,766,937
Value of total assets at beginning of year2019-12-31$31,766,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$659,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$659,283
Total interest from all sources2019-12-31$55,682
Total interest from all sources2019-12-31$55,682
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,331,598
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,331,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$25,425
Administrative expenses professional fees incurred2019-12-31$25,425
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$28,978
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$28,978
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$14,791
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$14,791
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$7,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$27,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$27,844
Administrative expenses (other) incurred2019-12-31$259,059
Administrative expenses (other) incurred2019-12-31$259,059
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,593,381
Value of net income/loss2019-12-31$7,593,381
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,360,318
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,360,318
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,766,937
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,766,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$374,799
Investment advisory and management fees2019-12-31$374,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,525,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,442,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,442,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,442,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,442,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$55,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$55,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,204,013
Contributions received in cash from employer2019-12-31$1,204,013
Employer contributions (assets) at end of year2019-12-31$1,204,013
Employer contributions (assets) at end of year2019-12-31$1,204,013
Income. Dividends from common stock2019-12-31$1,331,598
Income. Dividends from common stock2019-12-31$1,331,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,646,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,646,771
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$36,615,373
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$36,615,373
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$28,317,595
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$28,317,595
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$15,888,327
Aggregate proceeds on sale of assets2019-12-31$15,888,327
Aggregate carrying amount (costs) on sale of assets2019-12-31$13,509,887
Aggregate carrying amount (costs) on sale of assets2019-12-31$13,509,887
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm name2019-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2019-12-31010720052
2018 : THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-7,392,682
Total unrealized appreciation/depreciation of assets2018-12-31$-7,392,682
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$-323,496
Total loss/gain on sale of assets2018-12-31$6,860,669
Total of all expenses incurred2018-12-31$2,494,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,956,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$31,766,937
Value of total assets at beginning of year2018-12-31$34,585,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$538,160
Total interest from all sources2018-12-31$123,957
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$84,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$48,893
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$7,273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$13,150
Administrative expenses (other) incurred2018-12-31$124,008
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,818,347
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,766,937
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,585,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$365,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,442,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,562,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,562,877
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$123,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$0
Income. Dividends from common stock2018-12-31$84,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,956,691
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$28,317,595
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$30,009,257
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$24,522,521
Aggregate carrying amount (costs) on sale of assets2018-12-31$17,661,852
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2018-12-31010720052
2017 : THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,618,826
Total unrealized appreciation/depreciation of assets2017-12-31$4,618,826
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$5,293,515
Total loss/gain on sale of assets2017-12-31$475,263
Total of all expenses incurred2017-12-31$2,777,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,279,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$34,585,284
Value of total assets at beginning of year2017-12-31$32,069,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$498,735
Total interest from all sources2017-12-31$22,142
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$177,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$17,747
Administrative expenses professional fees incurred2017-12-31$55,297
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$13,150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$10,324
Administrative expenses (other) incurred2017-12-31$85,835
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,515,600
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,585,284
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,069,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$357,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,562,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,604,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,604,386
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$22,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Income. Dividends from common stock2017-12-31$159,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,279,180
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$30,009,257
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$27,454,974
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$18,310,559
Aggregate carrying amount (costs) on sale of assets2017-12-31$17,835,296
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2017-12-31010720052
2016 : THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,596,262
Total unrealized appreciation/depreciation of assets2016-12-31$2,596,262
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$0
Total income from all sources (including contributions)2016-12-31$-2,254,535
Total loss/gain on sale of assets2016-12-31$-5,048,283
Total of all expenses incurred2016-12-31$1,625,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,219,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$32,069,684
Value of total assets at beginning of year2016-12-31$35,949,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$406,151
Total interest from all sources2016-12-31$818
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$196,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$39,584
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$10,324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$12,572
Administrative expenses (other) incurred2016-12-31$33,472
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,880,022
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,069,684
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$35,949,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$333,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,604,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,312,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,312,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Income. Dividends from common stock2016-12-31$196,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,219,336
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$27,454,974
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$32,624,920
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$18,691,376
Aggregate carrying amount (costs) on sale of assets2016-12-31$23,739,659
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN2016-12-31010720052
2015 : THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,174,448
Total unrealized appreciation/depreciation of assets2015-12-31$-4,174,448
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$0
Total income from all sources (including contributions)2015-12-31$-3,768,175
Total loss/gain on sale of assets2015-12-31$205,841
Total of all expenses incurred2015-12-31$1,884,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,361,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$35,949,706
Value of total assets at beginning of year2015-12-31$41,602,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$523,122
Total interest from all sources2015-12-31$422
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$200,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$49,533
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$12,572
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$12,719
Administrative expenses (other) incurred2015-12-31$30,568
Total non interest bearing cash at end of year2015-12-31$192
Total non interest bearing cash at beginning of year2015-12-31$63,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,652,901
Value of net assets at end of year (total assets less liabilities)2015-12-31$35,949,706
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$41,602,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$431,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,312,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,715,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,715,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$422
Asset value of US Government securities at beginning of year2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from common stock2015-12-31$200,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,361,604
Contract administrator fees2015-12-31$11,673
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$32,624,920
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$37,810,767
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$5,824,292
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,618,451
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN2015-12-31010720052
2014 : THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,937,235
Total unrealized appreciation/depreciation of assets2014-12-31$3,937,235
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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$4,632,434
Total loss/gain on sale of assets2014-12-31$486,558
Total of all expenses incurred2014-12-31$1,669,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,196,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$41,602,607
Value of total assets at beginning of year2014-12-31$38,640,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$472,892
Total interest from all sources2014-12-31$464
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$208,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$47,475
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$12,719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,750
Other income not declared elsewhere2014-12-31$42
Administrative expenses (other) incurred2014-12-31$25,614
Total non interest bearing cash at end of year2014-12-31$63,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,962,558
Value of net assets at end of year (total assets less liabilities)2014-12-31$41,602,607
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,640,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$388,198
Income. Interest from US Government securities2014-12-31$348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,715,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$312,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$312,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$116
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$1,999,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Income. Dividends from common stock2014-12-31$208,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,196,984
Contract administrator fees2014-12-31$11,605
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$37,810,767
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$36,316,029
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$7,798,536
Aggregate carrying amount (costs) on sale of assets2014-12-31$7,311,978
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN2014-12-31010720052
2013 : THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$11,190,563
Total unrealized appreciation/depreciation of assets2013-12-31$11,190,563
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$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$11,936,318
Total loss/gain on sale of assets2013-12-31$559,894
Total of all expenses incurred2013-12-31$2,909,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,450,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$38,640,049
Value of total assets at beginning of year2013-12-31$29,612,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$459,027
Total interest from all sources2013-12-31$822
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$185,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$86,482
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$560,009
Administrative expenses (other) incurred2013-12-31$33,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,027,149
Value of net assets at end of year (total assets less liabilities)2013-12-31$38,640,049
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,612,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$327,375
Interest earned on other investments2013-12-31$132
Income. Interest from US Government securities2013-12-31$585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$312,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,254,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,254,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$105
Asset value of US Government securities at end of year2013-12-31$1,999,940
Asset value of US Government securities at beginning of year2013-12-31$650,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Income. Dividends from common stock2013-12-31$185,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,450,142
Contract administrator fees2013-12-31$11,689
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$36,316,029
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$27,147,958
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$16,004,199
Aggregate carrying amount (costs) on sale of assets2013-12-31$15,444,305
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN2013-12-31010720052
2012 : THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,302,586
Total unrealized appreciation/depreciation of assets2012-12-31$4,302,586
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$5,105,314
Total loss/gain on sale of assets2012-12-31$593,047
Total of all expenses incurred2012-12-31$1,665,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,331,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$29,612,900
Value of total assets at beginning of year2012-12-31$26,173,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$334,141
Total interest from all sources2012-12-31$106
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$209,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$41,967
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$560,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,439,396
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,612,900
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,173,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$292,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,254,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,467,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,467,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$106
Asset value of US Government securities at end of year2012-12-31$650,000
Asset value of US Government securities at beginning of year2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Income. Dividends from common stock2012-12-31$209,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,331,777
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$27,147,958
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$24,697,168
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$6,277,671
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,684,624
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN2012-12-31010720052
2011 : THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$3,445,213
Total unrealized appreciation/depreciation of assets2011-12-31$3,445,213
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,925,143
Total loss/gain on sale of assets2011-12-31$307,151
Total of all expenses incurred2011-12-31$3,365,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,994,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$26,173,504
Value of total assets at beginning of year2011-12-31$25,613,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$370,477
Total interest from all sources2011-12-31$2,811
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$169,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$78,147
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$14,012
Administrative expenses (other) incurred2011-12-31$17,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$559,876
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,173,504
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,613,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$274,375
Income. Interest from US Government securities2011-12-31$2,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,467,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$308,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$308,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$108
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$4,299,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Income. Dividends from common stock2011-12-31$169,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,994,790
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$24,697,168
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$20,991,558
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$23,215,764
Aggregate carrying amount (costs) on sale of assets2011-12-31$22,908,613
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN2011-12-31010720052
2010 : THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,593,024
Total unrealized appreciation/depreciation of assets2010-12-31$3,593,024
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,311,030
Total loss/gain on sale of assets2010-12-31$948,430
Total of all expenses incurred2010-12-31$3,271,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,918,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$25,613,628
Value of total assets at beginning of year2010-12-31$23,574,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$353,576
Total interest from all sources2010-12-31$4,001
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$768,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$77,280
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$14,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$68,816
Other income not declared elsewhere2010-12-31$-2,693
Administrative expenses (other) incurred2010-12-31$19,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,039,353
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,613,628
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,574,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$256,331
Income. Interest from US Government securities2010-12-31$3,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$308,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,459,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,459,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$115
Asset value of US Government securities at end of year2010-12-31$4,299,600
Asset value of US Government securities at beginning of year2010-12-31$799,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Income. Dividends from common stock2010-12-31$768,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,918,101
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$20,991,558
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$19,246,714
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$948,430
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2010-12-31274677688
2009 : THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT

2022: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE GRAHAM COMPANIES AMENDED & RESTATED PENSION PLAN & TRUST AGREEMENT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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