Bill Gray'S, Inc. 401(K) Plan — Form 5500 plan (Bill Grays, Inc.)

Plain-English plan 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, Bill Gray'S, Inc. 401(K) Plan is a benefit plan reported by Bill Grays, Inc. under EIN 16-0909818 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $10,878,943 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bill Grays, Inc.
EIN
16-0909818
Plan number
001
Plan type
2
Location
Webster, NY
Latest filing year
2023
Participants
317
End-of-year plan assets
$10,878,943

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H, C20241015204517NAL0030881185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,878,943
Total liabilities (EOY)
$0
Net assets (EOY)
$10,878,943
Net assets (BOY)
$8,990,940

Income & contributions

Employer contributions
$256,503
Participant contributions
$634,430
Total contributions
$890,933
Total income / additions
$3,003,160

Expenses & distributions

Benefits paid
$1,046,383
Administrative expenses
$57,952
Total expenses
$1,115,157
Net increase / (decrease)
$1,888,003

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$31,537$02023
Wilmington Trust, National AssociatINVESTMENT/FINANCIAL ADVI$12,918$02023

Related Form 5500 pages