Graymont U. S. Non-Union 401(K) Retirement Plan — Form 5500 plan (Graymont, Inc.)

Plain-English plan 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, Graymont U. S. Non-Union 401(K) Retirement Plan is a benefit plan reported by Graymont, Inc. under EIN 14-0560895 and plan number 003. The latest loaded filing year is 2023. The filing reports 520 participants and $85,905,265 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$85.9MPlan net assets, end of year$85,905,265
Participants520Covered participants reported
Assets / participant$165.2KComputed: assets ÷ participants$165,202 (computed)
Provider compensation$40K2 Schedule C provider row(s)$40,023
Plan sponsor
Graymont, Inc.
EIN
14-0560895
Plan number
003
Plan type
2
Location
not reported in the loaded dataset
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023520H, C20240930141400NAL0002671267001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$85.9M total assets
Net assets$85.9MLiabilities$0
Money in vs. money out
Total income / additions$21.1M
Total expenses$6.8M
Benefits paid / distributions$6.7M
Contributions
Employer$2.4M
Participant$3.6M
Full reported line items

Net assets

Total assets (EOY)
$85,905,265
Total liabilities (EOY)
$0
Net assets (EOY)
$85,905,265
Net assets (BOY)
$71,596,528

Income & contributions

Employer contributions
$2,375,174
Participant contributions
$3,616,917
Total contributions
$6,237,613
Total income / additions
$21,077,927

Expenses & distributions

Benefits paid
$6,733,798
Administrative expenses
$40,023
Total expenses
$6,769,190
Net increase / (decrease)
$14,308,737
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$31,692not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$8,331$02023

Related Form 5500 pages