2023 Form 5500 filing — Gray America Corp. Savings & & Retirement 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 20241011112839NAL0012425939001) for Gray America Corp. Savings & & Retirement Plan, reported by Gray America Corp. under EIN 31-0943186 and plan number 002. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112839NAL0012425939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gray America Corp.
- EIN
- 31-0943186
- Plan number
- 002
- Location
- Moraine, OH
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,922,381
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,922,381
- Employer contributions
- $82,403
- Participant contributions
- $402,033
- Total income / additions
- $1,452,089
- Benefits paid
- $726,531
- Administrative expenses
- $37,179
- Total expenses
- $770,126
- Net increase / (decrease)
- $681,963
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $22,265 | $0 |
| Anderson Financial Strategies, LLC | INVESTMENT/FINANCIAL ADVI | $14,912 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |