Gray Manufacturing Company, Inc. Retirement Plan — Form 5500 plan (Gray Manufacturing Company, 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, Gray Manufacturing Company, Inc. Retirement Plan is a benefit plan reported by Gray Manufacturing Company, Inc. under EIN 43-1293208 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $23,433,839 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$23.4MPlan net assets, end of year$23,433,839
Participants281Covered participants reported
Assets / participant$83.4KComputed: assets ÷ participants$83,394 (computed)
Provider compensation$63.9K3 Schedule C provider row(s)$63,862
Plan sponsor
Gray Manufacturing Company, Inc.
EIN
43-1293208
Plan number
001
Plan type
2
Location
St Joseph, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023281H, C20240912152834NAL0010336961001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$23.4M total assets
Net assets$23.4MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$747.8K
Benefits paid / distributions$730.9K
Contributions
Employer$608.2K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$23,433,839
Total liabilities (EOY)
$0
Net assets (EOY)
$23,433,839
Net assets (BOY)
$19,102,818

Income & contributions

Employer contributions
$608,167
Participant contributions
$1,446,906
Total contributions
$2,055,073
Total income / additions
$5,078,829

Expenses & distributions

Benefits paid
$730,905
Administrative expenses
$16,903
Total expenses
$747,808
Net increase / (decrease)
$4,331,021
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income14%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Investment Advisory Services,SERVICE PROVIDER$94$41,0002023
Cliftonlarsonallen LlpSERVICE PROVIDER$12,600$02023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$4,103$6,0652023

Related Form 5500 pages