2023 Form 5500 filing — Grayson & Associates, P.C. 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 20241011124032NAL0036926912003) for Grayson & Associates, P.C. 401(K) Profit Sharing Plan, reported by Grayson & Associates, P.C. under EIN 63-0917523 and plan number 002. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124032NAL0036926912003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Grayson & Associates, P.C.
- EIN
- 63-0917523
- Plan number
- 002
- Location
- Vestavia Hills, AL
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,982,189
- Net assets (EOY)
- $23,982,189
- Employer contributions
- $743,912
- Participant contributions
- $599,127
- Total income / additions
- $3,987,422
- Benefits paid
- $695,521
- Administrative expenses
- $45,454
- Total expenses
- $740,975
- Net increase / (decrease)
- $3,246,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Insurance Group Inc | SH SERVICE PROVIDER | $0 | $37,602 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $19,729 | $0 |
| Culotta Scroggins Hendricks & Gille | AUDITOR | $15,000 | $0 |
| Aprio Llp | AUDITOR | $11,204 | not reported in the loaded dataset |
| Pearce Bevill Leesburg Moore Pc | THIRD PARTY ADMINISTRATOR | $0 | $8,457 |