Plan5500

Thompson Gray, Inc. Retirement Plan — Form 5500 plan (Thompson Gray, 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, Thompson Gray, Inc. Retirement Plan is a benefit plan reported by Thompson Gray, Inc. under EIN 26-2948541 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $17,124,201 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thompson Gray, Inc.
EIN
26-2948541
Plan number
001
Plan type
2
Location
Huntsville, AL
Latest filing year
2023
Participants
270
End-of-year plan assets
$17,124,201

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023270H, C20241015163421NAL0016887091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,124,201
Total liabilities (EOY)
$0
Net assets (EOY)
$17,124,201
Net assets (BOY)
$13,158,218

Income & contributions

Employer contributions
$1,020,342
Participant contributions
$2,527,093
Total contributions
$3,738,864
Total income / additions
$6,241,121

Expenses & distributions

Benefits paid
$2,183,501
Administrative expenses
$81,197
Total expenses
$2,275,138
Net increase / (decrease)
$3,965,983

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wa Asset Management LLCADVISOR$42,907not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$38,290$02023

Related Form 5500 pages