Gray America Corp. Savings & & Retirement Plan — Form 5500 plan (Gray America Corp.)
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, Gray America Corp. Savings & & Retirement Plan is a benefit plan reported by Gray America Corp. under EIN 31-0943186 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $4,922,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gray America Corp.
- EIN
- 31-0943186
- Plan number
- 002
- Plan type
- 2
- Location
- Moraine, OH
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $4,922,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241011112839NAL0012425939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,922,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,922,381
- Net assets (BOY)
- $4,240,418
Income & contributions
- Employer contributions
- $82,403
- Participant contributions
- $402,033
- Total contributions
- $703,219
- Total income / additions
- $1,452,089
Expenses & distributions
- Benefits paid
- $726,531
- Administrative expenses
- $37,179
- Total expenses
- $770,126
- Net increase / (decrease)
- $681,963
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $22,265 | $0 | 2023 |
| Anderson Financial Strategies, LLC | INVESTMENT/FINANCIAL ADVI | $14,912 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |