Gray & Osborne, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Gray & Osborne, 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 & Osborne, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Gray & Osborne, Inc. under EIN 91-0890718 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $45,960,948 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gray & Osborne, Inc.
EIN
91-0890718
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
184
End-of-year plan assets
$45,960,948

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20241010135309NAL0040936578001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,960,948
Total liabilities (EOY)
$0
Net assets (EOY)
$45,960,948
Net assets (BOY)
$41,054,899

Income & contributions

Employer contributions
$950,000
Participant contributions
$1,459,426
Total contributions
$2,409,426
Total income / additions
$9,145,544

Expenses & distributions

Benefits paid
$4,116,131
Administrative expenses
$123,364
Total expenses
$4,239,495
Net increase / (decrease)
$4,906,049

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$123,363$02023
Equity Services, Inc.OTHER SERVICES$0$11,1012023

Related Form 5500 pages