2023 Form 5500 filing — Grady Management, Inc. 401(K) Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722103554NAL0010297809001) for Grady Management, Inc. 401(K) Savings Plan, reported by Grady Management, Inc. under EIN 52-0810992 and plan number 001. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722103554NAL0010297809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grady Management, Inc.
- EIN
- 52-0810992
- Plan number
- 001
- Location
- Silver Spring, MD
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,645,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,645,603
- Employer contributions
- $623,316
- Participant contributions
- $952,101
- Total income / additions
- $4,372,250
- Benefits paid
- $2,878,616
- Administrative expenses
- $65,871
- Total expenses
- $2,944,487
- Net increase / (decrease)
- $1,427,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Fincl Svcs | INVESTMENT ADVISOR | $26,147 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $25,336 | $0 |
| Retirement Planners & Administrator | THIRD PARTY ADMIN | $15,539 | not reported in the loaded dataset |