How big is Patrick S. Gray Insurance Agency Inc.'s plan?

Patrick S. Gray Insurance Agency Inc.'s plan reported $134K in assets and 7 participants for 2024.

Original filing (PDF)20250624064034NAL0006557329001

Patrick S. Gray Insurance Agency Inc.

Name: Patrick S. Gray Insurance Agency Inc. — Patrick S, Form 5500 (2024)
Creator: Patrick S. Gray Insurance Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick S Gray Insurance Agency401k

401(k) retirement plan · Patrick S. Gray Insurance Agency Inc.'s Patrick S Gray Insurance Agency401k held $134K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$134K

Net assets (EOY)

$134K

People on this filing

Patrick Gray signed Patrick S. Gray Insurance Agency Inc.'s 2024 Form 5500 as plan administrator.

Patrick Gray — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Patrick S. Gray Insurance Agency Inc.'s EIN is 20-0314167.

EIN 20-0314167

Plan number 001

Plan year 2024

ACK ID 20250624064034NAL0006557329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patrick S. Gray Insurance Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patrick S. Gray Insurance Agency Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK S. GRAY INSURANCE AGENCY INC..

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score