How many benefit plans does Todd Gray And Assoc. report on Form 5500?

Todd Gray And Assoc. (EIN 27-1381354) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Todd Gray And Assoc.?

The Employer Identification Number (EIN) reported for Todd Gray And Assoc. is 27-1381354.

What is the latest Form 5500 filing year for Todd Gray And Assoc.?

The latest loaded Form 5500 filing year for Todd Gray And Assoc. is 2023.

Todd Gray And Assoc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Todd Gray And Assoc. (EIN 27-1381354) is a plan sponsor located in Plandome, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 27-1381354
Location: Plandome, NY
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Todd Gray And Assoc.

1 loaded plans hold $867.5K in reported assets.
The largest, Todd Gray And Assoc. Defined Benefit Plan, holds 100% of this company's reported plan assets.
Plans cover 4 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$867.5KSummed across loaded plans$867,505

Total reported assets$867.5K$867,505

Total reported participants4

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$867.5K total assets

Net assets$867.5KLiabilities$0

Contributions & income

Employer contributions$0

Participant contributions$0

Total income / additions$421K

Expenses & distributions

Benefits paid / distributions$0

Total expenses$0

Net increase / (decrease)$421K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Todd Gray And Assoc. Defined Benefit Plan

Participants per plan4Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Todd Gray And Assoc. Defined Benefit Plan$867.5K
Plan #001 · 4 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Todd Gray And Assoc.. Open one for its full reported snapshot.

2023
Todd Gray And Assoc. Defined Benefit Plan4 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Todd Gray And Assoc. report on Form 5500?: Todd Gray And Assoc. (EIN 27-1381354) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Todd Gray And Assoc.?: The Employer Identification Number (EIN) reported for Todd Gray And Assoc. is 27-1381354.
What is the latest Form 5500 filing year for Todd Gray And Assoc.?: The latest loaded Form 5500 filing year for Todd Gray And Assoc. is 2023.