2023 Form 5500 filing — Gray & Company, Inc. Pension Plan (A Profit Sharing Plan)
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 20240731093344NAL0012572323001) for Gray & Company, Inc. Pension Plan (A Profit Sharing Plan), reported by Gray & Company, Inc. under EIN 72-0451229 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240731093344NAL0012572323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gray & Company, Inc.
- EIN
- 72-0451229
- Plan number
- 001
- Location
- Metairie, LA
- Participants
- 206
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,210,911
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,210,911
- Employer contributions
- $1,192,631
- Participant contributions
- $825,663
- Total income / additions
- $8,373,147
- Benefits paid
- $4,051,288
- Administrative expenses
- $0
- Total expenses
- $4,051,288
- Net increase / (decrease)
- $4,321,859
- Schedule source
- Schedule H