2023 Form 5500 filing — Grayson Management LLC 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240606104101NAL0035335744001) for Grayson Management LLC 401(K) Profit Sharing Plan & Trust, reported by Grayson Management LLC under EIN 82-3203701 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$128.4KReported net assets$128,358
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240606104101NAL0035335744001
Plan sponsor
Grayson Management LLC
EIN
82-3203701
Plan number
001
Location
Clinton Township, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$128.4K total assets
Net assets$128.4KLiabilities$0
Money in vs. money out
Total income / additions$50.5K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$11K
Participant$33.2K
Full reported line items
Total assets (EOY)
$128,358
Total liabilities (EOY)
$0
Net assets (EOY)
$128,358
Employer contributions
$11,027
Participant contributions
$33,234
Total income / additions
$50,516
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$50,516

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240606104101NAL0035335744001 cover?
It is the 2023 Form 5500 filing for Grayson Management LLC 401(K) Profit Sharing Plan & Trust, reported by Grayson Management LLC (EIN 82-3203701).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages