Gray Retirement Savings Plan — Form 5500 plan (Gray Construction, 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 Retirement Savings Plan is a benefit plan reported by Gray Construction, Inc under EIN 61-0990546 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,449 participants and $186,059,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gray Construction, Inc
- EIN
- 61-0990546
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 2,449
- End-of-year plan assets
- $186,059,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,449 | H, C | 20240903120232NAL0009195475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $186,059,322
- Net assets (EOY)
- $186,059,322
- Net assets (BOY)
- $168,180,825
Income & contributions
- Employer contributions
- $16,242
- Participant contributions
- $17,693,010
- Total contributions
- $21,828,219
- Total income / additions
- $48,179,015
Expenses & distributions
- Benefits paid
- $18,929,075
- Administrative expenses
- $218,743
- Total expenses
- $19,261,045
- Net increase / (decrease)
- $28,917,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $218,237 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $505 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gray Construction, Inc
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Transamerica Retirement Solutions — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation