Original filing (PDF)20260218093601NAL0007901808001

A.E. GREYSON & COMPANY, INC.

Name: A.E. GREYSON & COMPANY, INC. — A. E. GREYSON & COMPANY, INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: A.E. GREYSON & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

A. E. GREYSON & COMPANY, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 18.1 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Filed 18.1 months past the 10.5-month grace window.
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A.E. GREYSON & COMPANY, INC..

Plan sponsor

Name

A.E. GREYSON & COMPANY, INC.

EIN

13-3852565all filings

Address

P.O. BOX 59 · OLD CHATHAM, NY · 12136

Phone

(212) 337-0929

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-30

Filed

2026-02-18

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

DUKE'S WELDING AND FABRICATION, LLC

DUKE'S WELDING AND FABRICATION, LLC 401(K)

SUMMIT INDUSTRIAL CONSTRUCTION, LLC

SUMMIT INDUSTRIAL CONSTRUCTION, LLC PROFIT SHARING 401(K) PLAN

SUN SOLAR LLC

SUN SOLAR LLC MEDOVA LIFESTYLE HEALTH PLAN

HOME GUARDIAN ANGELS, INC.

HOME GUARDIAN ANGELS, INC. HEALTH AND WELFARE PLAN

DEAN MARTENS BACKHOE AND EXCAVATING

DEAN MARTEN'S BACKHOE AND EXCAVATING 401(K) P/S PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.