2023 Form 5500 filing — Grayco Inc. 401(K) 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 20240819135322NAL0000980419001) for Grayco Inc. 401(K) Profit Sharing Plan, reported by Grayco, Inc. under EIN 54-1629254 and plan number 002. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.6MReported net assets$19,566,078
Participants166
Provider compensation$71.3K4 Schedule C row(s)$71,289
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240819135322NAL0000980419001
Plan sponsor
Grayco, Inc.
EIN
54-1629254
Plan number
002
Location
Richmond, VA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$19.6M total assets
Net assets$19.6MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$225.3K
Benefits paid / distributions$176.2K
Contributions
Employer$417.5K
Participant$547.6K
Full reported line items
Total assets (EOY)
$19,566,078
Total liabilities (EOY)
$0
Net assets (EOY)
$19,566,078
Employer contributions
$417,464
Participant contributions
$547,625
Total income / additions
$4,417,758
Benefits paid
$176,222
Administrative expenses
$49,052
Total expenses
$225,274
Net increase / (decrease)
$4,192,484
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $48.6K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $11.4K
  3. 3
    INVESTMENT ADVISOR · Direct $8.9K
  4. 4
    INVESTMENT MGMT · Direct $2.4K

Related Form 5500 pages