Original filing (PDF)20251023163013NAL0002199393001

ENGEL & GRAY, INC.

Name: ENGEL & GRAY, INC. — ENGEL & GRAY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ENGEL & GRAY, INC.

Form 5500-SF

FILING_RECEIVED

ENGEL & GRAY, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGEL & GRAY, INC..

Plan sponsor

Name

ENGEL & GRAY, INC.

EIN

95-2429221

Address

P.O. BOX 5020 · SANTA MARIA, CA · 93456

Phone

(805) 925-2771

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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