2023 Form 5500 filing — Bill Gray'S, Inc. 401(K) 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 20241015204517NAL0030881185001) for Bill Gray'S, Inc. 401(K) Plan, reported by Bill Grays, Inc. under EIN 16-0909818 and plan number 001. It reports 317 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015204517NAL0030881185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bill Grays, Inc.
- EIN
- 16-0909818
- Plan number
- 001
- Location
- Webster, NY
- Participants
- 317
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,878,943
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,878,943
- Employer contributions
- $256,503
- Participant contributions
- $634,430
- Total income / additions
- $3,003,160
- Benefits paid
- $1,046,383
- Administrative expenses
- $57,952
- Total expenses
- $1,115,157
- Net increase / (decrease)
- $1,888,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $31,537 | $0 |
| Wilmington Trust, National Associat | INVESTMENT/FINANCIAL ADVI | $12,918 | $0 |