2023 Form 5500 filing — Gray Manufacturing Company, Inc. Retirement 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 20240912152834NAL0010336961001) for Gray Manufacturing Company, Inc. Retirement Plan, reported by Gray Manufacturing Company, Inc. under EIN 43-1293208 and plan number 001. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23.4MReported net assets$23,433,839
Participants281
Provider compensation$63.9K3 Schedule C row(s)$63,862
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240912152834NAL0010336961001
Plan sponsor
Gray Manufacturing Company, Inc.
EIN
43-1293208
Plan number
001
Location
St Joseph, MO
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$23.4M total assets
Net assets$23.4MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$747.8K
Benefits paid / distributions$730.9K
Contributions
Employer$608.2K
Participant$1.4M
Full reported line items
Total assets (EOY)
$23,433,839
Total liabilities (EOY)
$0
Net assets (EOY)
$23,433,839
Employer contributions
$608,167
Participant contributions
$1,446,906
Total income / additions
$5,078,829
Benefits paid
$730,905
Administrative expenses
$16,903
Total expenses
$747,808
Net increase / (decrease)
$4,331,021

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cbiz Investment Advisory Services,SERVICE PROVIDER$94$41,000
Cliftonlarsonallen LlpSERVICE PROVIDER$12,600$0
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$4,103$6,065

Related Form 5500 pages