2023 Form 5500 filing — Gray, Inc. Employee Stock Ownership 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 20241011144111NAL0012610067001) for Gray, Inc. Employee Stock Ownership Plan, reported by Gray, Inc. under EIN 61-0990547 and plan number 002. It reports 1,618 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011144111NAL0012610067001
Filing year
2023
Form type
2
Plan sponsor
Gray, Inc.
EIN
61-0990547
Plan number
002
Location
Lexington, KY
Participants
1,618
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$126,524,729
Total liabilities (EOY)
$0
Net assets (EOY)
$126,524,729
Employer contributions
$8,417,487
Total income / additions
$33,405,588
Benefits paid
$19,809,967
Administrative expenses
$260,938
Total expenses
$20,070,905
Net increase / (decrease)
$13,334,683
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ubs InvestmentsNONE$106,502not reported in the loaded dataset
Transition Finance StrategiesNONE$64,218not reported in the loaded dataset
Argent Financial GroupNONE$46,150not reported in the loaded dataset
Forvis LlpNONE$23,520not reported in the loaded dataset
Stout Risius Ross, Inc.NONE$20,548not reported in the loaded dataset

Related Form 5500 pages