Grayson & Associates, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Grayson & Associates, P.C.)
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, Grayson & Associates, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Grayson & Associates, P.C. under EIN 63-0917523 and plan number 002. The latest loaded filing year is 2023. The filing reports 174 participants and $23,982,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grayson & Associates, P.C.
- EIN
- 63-0917523
- Plan number
- 002
- Plan type
- 2
- Location
- Vestavia Hills, AL
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $23,982,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241011124032NAL0036926912003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,982,189
- Net assets (EOY)
- $23,982,189
- Net assets (BOY)
- $20,735,742
Income & contributions
- Employer contributions
- $743,912
- Participant contributions
- $599,127
- Total contributions
- $1,343,039
- Total income / additions
- $3,987,422
Expenses & distributions
- Benefits paid
- $695,521
- Administrative expenses
- $45,454
- Total expenses
- $740,975
- Net increase / (decrease)
- $3,246,447
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Insurance Group Inc | SH SERVICE PROVIDER | $0 | $37,602 | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $19,729 | $0 | 2023 |
| Culotta Scroggins Hendricks & Gille | AUDITOR | $15,000 | $0 | 2023 |
| Aprio Llp | AUDITOR | $11,204 | not reported in the loaded dataset | 2023 |
| Pearce Bevill Leesburg Moore Pc | THIRD PARTY ADMINISTRATOR | $0 | $8,457 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grayson & Associates, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Vestavia Hills, AL
- Raymond James Insurance Group Inc — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Culotta Scroggins Hendricks & Gille — Schedule C compensation
- Aprio Llp — Schedule C compensation
- Pearce Bevill Leesburg Moore Pc — Schedule C compensation