2023 Form 5500 filing — Thompson Gray, 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 20241015163421NAL0016887091001) for Thompson Gray, Inc. Retirement Plan, reported by Thompson Gray, Inc. under EIN 26-2948541 and plan number 001. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163421NAL0016887091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thompson Gray, Inc.
- EIN
- 26-2948541
- Plan number
- 001
- Location
- Huntsville, AL
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,124,201
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,124,201
- Employer contributions
- $1,020,342
- Participant contributions
- $2,527,093
- Total income / additions
- $6,241,121
- Benefits paid
- $2,183,501
- Administrative expenses
- $81,197
- Total expenses
- $2,275,138
- Net increase / (decrease)
- $3,965,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wa Asset Management LLC | ADVISOR | $42,907 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $38,290 | $0 |