401k Plan data: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN plan

GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN
Plan identification number	001

GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GRAY & GRAY INSURANCE SERVICES INC. has sponsored the creation of one or more 401k plans.

Company Name: GRAY & GRAY INSURANCE SERVICES INC.

Employer identification number (EIN): 455010533

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 GENE GRAY 2020-06-19
001 2018-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 GENE GRAY
001 2013-01-01 GENE GRAY
001 2012-04-01 GENE GRAY

Plan Statistics for GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN

Measure Date Value
2019: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-04-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 6
Total of all active and inactive participants 2012-04-01 6
Total participants 2012-04-01 6
Number of participants with account balances 2012-04-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 0

Measure	Date	Value
2019: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-04-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	6
Total of all active and inactive participants	2012-04-01	6
Total participants	2012-04-01	6
Number of participants with account balances	2012-04-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	0

Financial Data on GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2019 : GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$246,118
Expenses. Total of all expenses incurred	2019-12-31	$173,006
Benefits paid (including direct rollovers)	2019-12-31	$173,006
Total plan assets at end of year	2019-12-31	$3,226,219
Total plan assets at beginning of year	2019-12-31	$3,153,107
Total contributions received or receivable from participants	2019-12-31	$0
Assets. Value of loans (other than to participants)	2019-12-31	$2,750,000
Other income received	2019-12-31	$246,118
Net income (gross income less expenses)	2019-12-31	$73,112
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,226,219
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,153,107
Assets. Value of participant loans	2019-12-31	$31,733
Total contributions received or receivable from employer(s)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$228,001
Expenses. Total of all expenses incurred	2018-12-31	$145,887
Benefits paid (including direct rollovers)	2018-12-31	$145,887
Total plan assets at end of year	2018-12-31	$3,153,107
Total plan assets at beginning of year	2018-12-31	$3,070,993
Total contributions received or receivable from participants	2018-12-31	$0
Assets. Value of loans (other than to participants)	2018-12-31	$2,303,500
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$228,001
Net income (gross income less expenses)	2018-12-31	$82,114
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,153,107
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,070,993
Assets. Value of participant loans	2018-12-31	$32,144
Total contributions received or receivable from employer(s)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$357,444
Expenses. Total of all expenses incurred	2017-12-31	$25
Total plan assets at end of year	2017-12-31	$3,070,993
Total plan assets at beginning of year	2017-12-31	$2,713,574
Total contributions received or receivable from participants	2017-12-31	$0
Assets. Value of loans (other than to participants)	2017-12-31	$2,492,500
Expenses. Other expenses not covered elsewhere	2017-12-31	$25
Contributions received from other sources (not participants or employers)	2017-12-31	$169,392
Other income received	2017-12-31	$188,052
Net income (gross income less expenses)	2017-12-31	$357,419
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,070,993
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,713,574
Assets. Value of participant loans	2017-12-31	$9,689
Total contributions received or receivable from employer(s)	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-108,295
Total income from all sources	2016-12-31	$174,938
Expenses. Total of all expenses incurred	2016-12-31	$66,397
Benefits paid (including direct rollovers)	2016-12-31	$66,397
Total plan assets at end of year	2016-12-31	$2,713,574
Total plan assets at beginning of year	2016-12-31	$2,713,328
Value of fidelity bond covering the plan	2016-12-31	$1,695,000
Total contributions received or receivable from participants	2016-12-31	$0
Assets. Value of loans (other than to participants)	2016-12-31	$2,009,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$174,938
Net income (gross income less expenses)	2016-12-31	$108,541
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,713,574
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,713,328
Assets. Value of participant loans	2016-12-31	$17,080
Total contributions received or receivable from employer(s)	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$128,474
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,713,328
Total plan assets at beginning of year	2015-12-31	$2,584,854
Value of fidelity bond covering the plan	2015-12-31	$1,695,000
Total contributions received or receivable from participants	2015-12-31	$7,293
Assets. Value of loans (other than to participants)	2015-12-31	$1,725,999
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$116,299
Net income (gross income less expenses)	2015-12-31	$128,474
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,713,328
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,584,854
Assets. Value of participant loans	2015-12-31	$25,830
Total contributions received or receivable from employer(s)	2015-12-31	$4,882
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$229,672
Expenses. Total of all expenses incurred	2014-12-31	$51,231
Benefits paid (including direct rollovers)	2014-12-31	$51,231
Total plan assets at end of year	2014-12-31	$2,584,854
Total plan assets at beginning of year	2014-12-31	$2,406,413
Value of fidelity bond covering the plan	2014-12-31	$1,695,000
Total contributions received or receivable from participants	2014-12-31	$36,767
Assets. Value of loans (other than to participants)	2014-12-31	$1,730,999
Other income received	2014-12-31	$184,940
Net income (gross income less expenses)	2014-12-31	$178,441
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,584,854
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,406,413
Assets. Value of participant loans	2014-12-31	$70,378
Total contributions received or receivable from employer(s)	2014-12-31	$7,965
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$2,368,022
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,406,413
Total plan assets at beginning of year	2013-12-31	$38,391
Value of fidelity bond covering the plan	2013-12-31	$1,536,850
Total contributions received or receivable from participants	2013-12-31	$33,941
Assets. Value of loans (other than to participants)	2013-12-31	$1,567,558
Contributions received from other sources (not participants or employers)	2013-12-31	$2,038,571
Other income received	2013-12-31	$244,837
Net income (gross income less expenses)	2013-12-31	$2,368,022
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,406,413
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$38,391
Assets. Value of participant loans	2013-12-31	$31,142
Total contributions received or receivable from employer(s)	2013-12-31	$50,673
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$38,391
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$38,391
Total plan assets at beginning of year	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$27,161
Net income (gross income less expenses)	2012-12-31	$38,391
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$38,391
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$11,230
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN

2019: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GRAY & GRAY INSURANCE SERVICES INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	First time form 5500 has been submitted	Yes
2012-04-01	Submission has been amended	No
2012-04-01	This submission is the final filing	No
2012-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-04-01	Plan is a collectively bargained plan	No
2012-04-01	Plan funding arrangement – Trust	Yes
2012-04-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	GRAY & GRAY INSURANCE SERVICES INC.
Employer identification number (EIN):	455010533
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	GENE GRAY	2020-06-19
001	2018-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	GENE GRAY
001	2013-01-01	GENE GRAY
001	2012-04-01	GENE GRAY