Grayhill, Inc. Advantage Plan — Form 5500 plan (Grayhill, 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, Grayhill, Inc. Advantage Plan is a benefit plan reported by Grayhill, Inc. under EIN 36-2345252 and plan number 003. The latest loaded filing year is 2023. The filing reports 789 participants and $72,040,784 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Grayhill, Inc.
EIN
36-2345252
Plan number
003
Plan type
2
Location
La Grange, IL
Latest filing year
2023
Participants
789
End-of-year plan assets
$72,040,784

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023789H, C20241014214129NAL0028333345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,040,784
Total liabilities (EOY)
$0
Net assets (EOY)
$72,040,784
Net assets (BOY)
$64,520,790

Income & contributions

Employer contributions
$1,220,401
Participant contributions
$2,946,873
Total contributions
$5,556,530
Total income / additions
$15,125,364

Expenses & distributions

Benefits paid
$7,482,310
Administrative expenses
$60,937
Total expenses
$7,605,370
Net increase / (decrease)
$7,519,994

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement InsuranceNONE$74,861$02023

Related Form 5500 pages