401k Plan data: GRAHAM GROUP 401K PLAN plan

GRAHAM GROUP 401K PLAN 401k Plan overview

Plan Name	GRAHAM GROUP 401K PLAN
Plan identification number	001

GRAHAM GROUP 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
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 GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name: THE GRAHAM GROUP INC.

Employer identification number (EIN): 720873236

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRAHAM GROUP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MICHELLE CONSTANTIN 2024-05-13
001 2022-01-01 MICHELLE CONSTANTIN 2023-05-02
001 2021-01-01 MICHELLE CONSTANTIN 2022-08-01
001 2021-01-01 MICHELLE CONSTANTIN 2022-07-15
001 2020-01-01 MICHELLE CONSTANTIN 2021-09-30
001 2020-01-01 MICHELLE CONSTANTIN 2021-09-30
001 2019-01-01 MICHELLE CONSTANTIN 2020-07-30
001 2018-01-01 MICHELLE CONSTANTIN 2019-09-17
001 2018-01-01 MICHELLE CONSTANTIN 2019-09-16
001 2017-01-01 MICHELLE CONSTANTIN 2018-08-08
001 2016-01-01 MICHELLE CONSTANTIN 2017-07-19
001 2016-01-01 MICHELLE CONSTANTIN 2017-07-19
001 2015-01-01 MICHELLE CONSTANTIN 2016-09-22
001 2014-01-01 MICHELLE CONSTANTIN 2015-10-13 MICHELLE CONSTANTIN 2015-10-13
001 2013-01-01 MICHELLE CONSTANTIN 2014-10-10 MICHELLE CONSTANTIN 2014-10-10
001 2012-01-01 MICHELLE CONSTANTIN 2013-10-14 MICHELLE CONSTANTIN 2013-10-14
001 2011-01-01 MICHELLE CONSTANTIN
001 2010-01-01 MICHELLE CONSTANTIN
001 2009-01-01 MICHELLE CONSTANTIN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MICHELLE CONSTANTIN	2024-05-13
001	2022-01-01	MICHELLE CONSTANTIN	2023-05-02
001	2021-01-01	MICHELLE CONSTANTIN	2022-08-01
001	2021-01-01	MICHELLE CONSTANTIN	2022-07-15
001	2020-01-01	MICHELLE CONSTANTIN	2021-09-30
001	2020-01-01	MICHELLE CONSTANTIN	2021-09-30
001	2019-01-01	MICHELLE CONSTANTIN	2020-07-30
001	2018-01-01	MICHELLE CONSTANTIN	2019-09-17
001	2018-01-01	MICHELLE CONSTANTIN	2019-09-16
001	2017-01-01	MICHELLE CONSTANTIN	2018-08-08
001	2016-01-01	MICHELLE CONSTANTIN	2017-07-19
001	2016-01-01	MICHELLE CONSTANTIN	2017-07-19
001	2015-01-01	MICHELLE CONSTANTIN	2016-09-22
001	2014-01-01	MICHELLE CONSTANTIN	2015-10-13	MICHELLE CONSTANTIN	2015-10-13
001	2013-01-01	MICHELLE CONSTANTIN	2014-10-10	MICHELLE CONSTANTIN	2014-10-10
001	2012-01-01	MICHELLE CONSTANTIN	2013-10-14	MICHELLE CONSTANTIN	2013-10-14
001	2011-01-01	MICHELLE CONSTANTIN
001	2010-01-01	MICHELLE CONSTANTIN
001	2009-01-01	MICHELLE CONSTANTIN

Plan Statistics for GRAHAM GROUP 401K PLAN

401k plan membership statisitcs for GRAHAM GROUP 401K PLAN

Measure Date Value
2025: GRAHAM GROUP 401K PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-21 25
Total number of particpants at end of year 2025-07-21 25
Number of Participants With Account Balances 2025-07-21 24
Total number of particpants at beginning of year 2025-07-14 25
Total number of particpants at end of year 2025-07-14 25
Number of Participants With Account Balances 2025-07-14 24
2024: GRAHAM GROUP 401K PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-13 26
Total number of particpants at end of year 2024-05-13 25
Number of Participants With Account Balances 2024-05-13 24
2022: GRAHAM GROUP 401K PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-08-01 27
Total number of particpants at end of year 2022-08-01 26
Number of Participants With Account Balances 2022-08-01 26
2011: GRAHAM GROUP 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 12
Total of all active and inactive participants 2011-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 29
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GRAHAM GROUP 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 18
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 13
Total of all active and inactive participants 2010-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 31
Number of participants with account balances 2010-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: GRAHAM GROUP 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 31
Number of participants with account balances 2009-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2025: GRAHAM GROUP 401K PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-21	25
Total number of particpants at end of year	2025-07-21	25
Number of Participants With Account Balances	2025-07-21	24
Total number of particpants at beginning of year	2025-07-14	25
Total number of particpants at end of year	2025-07-14	25
Number of Participants With Account Balances	2025-07-14	24
2024: GRAHAM GROUP 401K PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-13	26
Total number of particpants at end of year	2024-05-13	25
Number of Participants With Account Balances	2024-05-13	24
2022: GRAHAM GROUP 401K PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-08-01	27
Total number of particpants at end of year	2022-08-01	26
Number of Participants With Account Balances	2022-08-01	26
2011: GRAHAM GROUP 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	12
Total of all active and inactive participants	2011-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	29
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GRAHAM GROUP 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	18
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	13
Total of all active and inactive participants	2010-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	31
Number of participants with account balances	2010-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: GRAHAM GROUP 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	31
Number of participants with account balances	2009-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on GRAHAM GROUP 401K PLAN

Measure	Date	Value
2025 : GRAHAM GROUP 401K PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-07-21	0
Total liabilities as of the beginning of the plan year	2025-07-21	0
Total expenses incurred by plan in this plan year	2025-07-21	263260
Net assets as of the end of the plan year	2025-07-21	2636677
Total assets as of the beginning of the plan year	2025-07-21	2528218
Participant contributions to plan in this plan year	2025-07-21	90030
Other expenses paid from plan in this plan year	2025-07-21	0
Other contributions to plan in this plan year	2025-07-21	0
Other income to plan in this plan year	2025-07-21	271533
Plan net income in this plan year	2025-07-21	108459
Net assets as of the end of the plan year	2025-07-21	2636677
Net assets as of the beginning of the plan year	2025-07-21	2528218
Employer contributions to plan in this plan year	2025-07-21	10156
Fees paid to broker by Benefit Provider	2025-07-21	13683
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-21	40
Total liabilities as of the end of the plan year	2025-07-14	0
Total liabilities as of the beginning of the plan year	2025-07-14	0
Total expenses incurred by plan in this plan year	2025-07-14	263260
Net assets as of the end of the plan year	2025-07-14	2636677
Total assets as of the beginning of the plan year	2025-07-14	2528218
Participant contributions to plan in this plan year	2025-07-14	90030
Other expenses paid from plan in this plan year	2025-07-14	0
Other contributions to plan in this plan year	2025-07-14	0
Other income to plan in this plan year	2025-07-14	271533
Plan net income in this plan year	2025-07-14	108459
Net assets as of the end of the plan year	2025-07-14	2636677
Net assets as of the beginning of the plan year	2025-07-14	2528218
Employer contributions to plan in this plan year	2025-07-14	10156
Fees paid to broker by Benefit Provider	2025-07-14	13683
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-14	40
2024 : GRAHAM GROUP 401K PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-05-13	0
Total liabilities as of the beginning of the plan year	2024-05-13	0
Total expenses incurred by plan in this plan year	2024-05-13	170167
Net assets as of the end of the plan year	2024-05-13	2528218
Total assets as of the beginning of the plan year	2024-05-13	2273305
Participant contributions to plan in this plan year	2024-05-13	88374
Other expenses paid from plan in this plan year	2024-05-13	0
Other contributions to plan in this plan year	2024-05-13	0
Other income to plan in this plan year	2024-05-13	326766
Plan net income in this plan year	2024-05-13	254913
Net assets as of the end of the plan year	2024-05-13	2528218
Net assets as of the beginning of the plan year	2024-05-13	2273305
Employer contributions to plan in this plan year	2024-05-13	9940
Fees paid to broker by Benefit Provider	2024-05-13	11681
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-13	40
2022 : GRAHAM GROUP 401K PLAN 2022 401k financial data
Total liabilities as of the end of the plan year	2022-08-01	0
Total liabilities as of the beginning of the plan year	2022-08-01	0
Total expenses incurred by plan in this plan year	2022-08-01	43813
Net assets as of the end of the plan year	2022-08-01	2606271
Total assets as of the beginning of the plan year	2022-08-01	2284221
Participant contributions to plan in this plan year	2022-08-01	78724
Other expenses paid from plan in this plan year	2022-08-01	0
Other contributions to plan in this plan year	2022-08-01	0
Other income to plan in this plan year	2022-08-01	282511
Plan net income in this plan year	2022-08-01	322050
Net assets as of the end of the plan year	2022-08-01	2606271
Net assets as of the beginning of the plan year	2022-08-01	2284221
Employer contributions to plan in this plan year	2022-08-01	4628
Fees paid to broker by Benefit Provider	2022-08-01	12213
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-01	1280
2011 : GRAHAM GROUP 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$30,078
Expenses. Total of all expenses incurred	2011-12-31	$26,627
Benefits paid (including direct rollovers)	2011-12-31	$26,577
Total plan assets at end of year	2011-12-31	$658,491
Total plan assets at beginning of year	2011-12-31	$655,040
Total contributions received or receivable from participants	2011-12-31	$40,844
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-19,740
Net income (gross income less expenses)	2011-12-31	$3,451
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$658,491
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$655,040
Assets. Value of participant loans	2011-12-31	$4,003
Total contributions received or receivable from employer(s)	2011-12-31	$8,974
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50
2010 : GRAHAM GROUP 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$144,293
Expenses. Total of all expenses incurred	2010-12-31	$50
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$655,040
Total plan assets at beginning of year	2010-12-31	$510,797
Total contributions received or receivable from participants	2010-12-31	$44,602
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$89,888
Net income (gross income less expenses)	2010-12-31	$144,243
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$655,040
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$510,797
Assets. Value of participant loans	2010-12-31	$6,501
Total contributions received or receivable from employer(s)	2010-12-31	$9,803
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$50

Form 5500 Responses for GRAHAM GROUP 401K PLAN

2011: GRAHAM GROUP 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: GRAHAM GROUP 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: GRAHAM GROUP 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	928766
Policy instance	1
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number	928766
Policy instance	1

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Company Name:	THE GRAHAM GROUP INC.
Employer identification number (EIN):	720873236
NAIC Classification:	541800