Gray, Inc. Employee Stock Ownership Plan — Form 5500 plan (Gray, 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, Inc. Employee Stock Ownership Plan is a benefit plan reported by Gray, Inc. under EIN 61-0990547 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,618 participants and $126,524,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gray, Inc.
- EIN
- 61-0990547
- Plan number
- 002
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 1,618
- End-of-year plan assets
- $126,524,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,618 | H, C | 20241011144111NAL0012610067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,524,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,524,729
- Net assets (BOY)
- $113,190,046
Income & contributions
- Employer contributions
- $8,417,487
- Total contributions
- $8,417,487
- Total income / additions
- $33,405,588
Expenses & distributions
- Benefits paid
- $19,809,967
- Administrative expenses
- $260,938
- Total expenses
- $20,070,905
- Net increase / (decrease)
- $13,334,683
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Investments | NONE | $106,502 | not reported in the loaded dataset | 2023 |
| Transition Finance Strategies | NONE | $64,218 | not reported in the loaded dataset | 2023 |
| Argent Financial Group | NONE | $46,150 | not reported in the loaded dataset | 2023 |
| Forvis Llp | NONE | $23,520 | not reported in the loaded dataset | 2023 |
| Stout Risius Ross, Inc. | NONE | $20,548 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gray, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Ubs Investments — Schedule C compensation
- Transition Finance Strategies — Schedule C compensation
- Argent Financial Group — Schedule C compensation
- Forvis Llp — Schedule C compensation
- Stout Risius Ross, Inc. — Schedule C compensation