Gray & Company, Inc. Pension Plan (A Profit Sharing Plan) — Form 5500 plan (Gray & Company, 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, Gray & Company, Inc. Pension Plan (A Profit Sharing Plan) is a benefit plan reported by Gray & Company, Inc. under EIN 72-0451229 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $44,210,911 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gray & Company, Inc.
EIN
72-0451229
Plan number
001
Plan type
2
Location
Metairie, LA
Latest filing year
2023
Participants
206
End-of-year plan assets
$44,210,911

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023206H20240731093344NAL0012572323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,210,911
Total liabilities (EOY)
$0
Net assets (EOY)
$44,210,911
Net assets (BOY)
$39,889,052

Income & contributions

Employer contributions
$1,192,631
Participant contributions
$825,663
Total contributions
$2,612,578
Total income / additions
$8,373,147

Expenses & distributions

Benefits paid
$4,051,288
Administrative expenses
$0
Total expenses
$4,051,288
Net increase / (decrease)
$4,321,859

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages