Gray, Layton, Kersh, Solomon, Furr & Smith 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Gray, Layton , Kersh, Solomon, Furr & Smith, P.A.)
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, Gray, Layton, Kersh, Solomon, Furr & Smith 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Gray, Layton , Kersh, Solomon, Furr & Smith, P.A. under EIN 56-1744631 and plan number 001. The latest loaded filing year is 2023. The filing reports 27 participants and $6,836,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gray, Layton , Kersh, Solomon, Furr & Smith, P.A.
- EIN
- 56-1744631
- Plan number
- 001
- Plan type
- 2
- Location
- Gastonia, NC
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $6,836,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20240417140128NAL0003487312001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,836,567
- Net assets (EOY)
- $6,836,567
- Net assets (BOY)
- $7,403,414
Income & contributions
- Employer contributions
- $88,820
- Participant contributions
- $180,400
- Total income / additions
- $1,260,655
Expenses & distributions
- Benefits paid
- $1,826,782
- Administrative expenses
- $720
- Total expenses
- $1,827,502
- Net increase / (decrease)
- -$566,847
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.