Grady Management, Inc. 401(K) Savings Plan — Form 5500 plan (Grady Management, 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, Grady Management, Inc. 401(K) Savings Plan is a benefit plan reported by Grady Management, Inc. under EIN 52-0810992 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $15,645,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Grady Management, Inc.
- EIN
- 52-0810992
- Plan number
- 001
- Plan type
- 2
- Location
- Silver Spring, MD
- Latest filing year
- 2023
- Participants
- 333
- End-of-year plan assets
- $15,645,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 333 | H, C | 20240722103554NAL0010297809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,645,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,645,603
- Net assets (BOY)
- $14,217,840
Income & contributions
- Employer contributions
- $623,316
- Participant contributions
- $952,101
- Total contributions
- $1,578,260
- Total income / additions
- $4,372,250
Expenses & distributions
- Benefits paid
- $2,878,616
- Administrative expenses
- $65,871
- Total expenses
- $2,944,487
- Net increase / (decrease)
- $1,427,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Fincl Svcs | INVESTMENT ADVISOR | $26,147 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $25,336 | $0 | 2023 |
| Retirement Planners & Administrator | THIRD PARTY ADMIN | $15,539 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Grady Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Silver Spring, MD
- Raymond James Fincl Svcs — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Retirement Planners & Administrator — Schedule C compensation