Grayco Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Grayco, 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, Grayco Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Grayco, Inc. under EIN 54-1629254 and plan number 002. The latest loaded filing year is 2023. The filing reports 166 participants and $19,566,078 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$19.6MPlan net assets, end of year$19,566,078
Participants166Covered participants reported
Assets / participant$117.9KComputed: assets ÷ participants$117,868 (computed)
Provider compensation$71.3K4 Schedule C provider row(s)$71,289
- Plan sponsor
- Grayco, Inc.
- EIN
- 54-1629254
- Plan number
- 002
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20240819135322NAL0000980419001 |
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)$19.6M total assets
Net assets$19.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $19,566,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,566,078
- Net assets (BOY)
- $15,373,594
Income & contributions
- Employer contributions
- $417,464
- Participant contributions
- $547,625
- Total contributions
- $974,481
- Total income / additions
- $4,417,758
Expenses & distributions
- Benefits paid
- $176,222
- Administrative expenses
- $49,052
- Total expenses
- $225,274
- Net increase / (decrease)
- $4,192,484
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.
43%57%
Employer 43%Participant 57%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income4%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company A | RECORDKEEPER | $48,565 | $0 | 2023 |
| Nfp Retirement Inc. | INVESTMENT ADVISOR | $11,401 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISOR | $8,905 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,418 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grayco, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Empower Annuity Insurance Company A — Schedule C compensation
- Nfp Retirement Inc. — Schedule C compensation
- Raymond James & Associates, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation