2023 Form 5500 filing — Gray Retirement 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 20240903120232NAL0009195475001) for Gray Retirement Savings Plan, reported by Gray Construction, Inc under EIN 61-0990546 and plan number 001. It reports 2,449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903120232NAL0009195475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gray Construction, Inc
- EIN
- 61-0990546
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 2,449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $186,059,322
- Net assets (EOY)
- $186,059,322
- Employer contributions
- $16,242
- Participant contributions
- $17,693,010
- Total income / additions
- $48,179,015
- Benefits paid
- $18,929,075
- Administrative expenses
- $218,743
- Total expenses
- $19,261,045
- Net increase / (decrease)
- $28,917,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $218,237 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $505 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |