Gray & Son, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Gray & Son, 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 & Son, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Gray & Son, Inc. under EIN 52-0332631 and plan number 002. The latest loaded filing year is 2023. The filing reports 527 participants and $59,944,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gray & Son, Inc.
- EIN
- 52-0332631
- Plan number
- 002
- Plan type
- 2
- Location
- Timonium, MD
- Latest filing year
- 2023
- Participants
- 527
- End-of-year plan assets
- $59,944,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 527 | H, C | 20240927054752NAL0001691809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,944,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,944,530
- Net assets (BOY)
- $56,067,881
Income & contributions
- Employer contributions
- $582,839
- Participant contributions
- $1,889,508
- Total contributions
- $2,847,760
- Total income / additions
- $10,795,812
Expenses & distributions
- Benefits paid
- $6,793,320
- Administrative expenses
- $125,843
- Total expenses
- $6,919,163
- Net increase / (decrease)
- $3,876,649
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $143,487 | $0 | 2023 |
| Morgan Stanley Global Banking Opera | CONSULTANT | $0 | $61,719 | 2023 |
| Leonard J. Miller & Associates | ACCOUNTANT | $0 | $35,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gray & Son, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Timonium, MD
- Principal Life Insurance Company — Schedule C compensation
- Morgan Stanley Global Banking Opera — Schedule C compensation
- Leonard J. Miller & Associates — Schedule C compensation