THOMAS GRAY & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2022: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-10-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 5 |
| Number of retired or separated participants receiving benefits | 2022-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-10-01 | 2 |
| Total of all active and inactive participants | 2022-10-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-10-01 | 0 |
| Total participants | 2022-10-01 | 7 |
| Number of participants with account balances | 2022-10-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-10-01 | 1 |
| 2021: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 5 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 2 |
| Total of all active and inactive participants | 2021-10-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
| Total participants | 2021-10-01 | 7 |
| Number of participants with account balances | 2021-10-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 1 |
| 2020: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 6 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 3 |
| Total of all active and inactive participants | 2020-10-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
| Total participants | 2020-10-01 | 9 |
| Number of participants with account balances | 2020-10-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
| 2019: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 7 |
| Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 0 |
| Total of all active and inactive participants | 2019-10-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
| Total participants | 2019-10-01 | 7 |
| Number of participants with account balances | 2019-10-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
| 2018: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 6 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 1 |
| Total of all active and inactive participants | 2018-10-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
| Total participants | 2018-10-01 | 7 |
| Number of participants with account balances | 2018-10-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 1 |
| 2017: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 7 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 1 |
| Total of all active and inactive participants | 2017-10-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
| Total participants | 2017-10-01 | 8 |
| Number of participants with account balances | 2017-10-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
| 2016: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 7 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 2 |
| Total of all active and inactive participants | 2016-10-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
| Total participants | 2016-10-01 | 9 |
| Number of participants with account balances | 2016-10-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
| 2015: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 7 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 2 |
| Total of all active and inactive participants | 2015-10-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
| Total participants | 2015-10-01 | 9 |
| Number of participants with account balances | 2015-10-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
| 2014: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 7 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 2 |
| Total of all active and inactive participants | 2014-10-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
| Total participants | 2014-10-01 | 9 |
| Number of participants with account balances | 2014-10-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
| 2013: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 7 |
| Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 3 |
| Total of all active and inactive participants | 2013-10-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
| Total participants | 2013-10-01 | 10 |
| Number of participants with account balances | 2013-10-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
| 2012: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 9 |
| Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 1 |
| Total of all active and inactive participants | 2012-10-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 1 |
| Total participants | 2012-10-01 | 11 |
| Number of participants with account balances | 2012-10-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 0 |
| 2011: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 10 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 1 |
| Total of all active and inactive participants | 2011-10-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
| Total participants | 2011-10-01 | 11 |
| Number of participants with account balances | 2011-10-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
| 2009: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 10 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 2 |
| Total of all active and inactive participants | 2009-10-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 12 |
| Number of participants with account balances | 2009-10-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-09-30 | $308,914 |
| Expenses. Total of all expenses incurred | 2023-09-30 | $532,620 |
| Benefits paid (including direct rollovers) | 2023-09-30 | $532,620 |
| Total plan assets at end of year | 2023-09-30 | $3,315,210 |
| Total plan assets at beginning of year | 2023-09-30 | $3,538,916 |
| Value of fidelity bond covering the plan | 2023-09-30 | $400,000 |
| Other income received | 2023-09-30 | $215,338 |
| Net income (gross income less expenses) | 2023-09-30 | $-223,706 |
| Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $3,315,210 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $3,538,916 |
| Assets. Value of employer securities | 2023-09-30 | $1,775,841 |
| Total contributions received or receivable from employer(s) | 2023-09-30 | $93,576 |
| 2022 : THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-09-30 | $73,066 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $200,629 |
| Benefits paid (including direct rollovers) | 2022-09-30 | $200,629 |
| Total plan assets at end of year | 2022-09-30 | $3,538,916 |
| Total plan assets at beginning of year | 2022-09-30 | $3,666,479 |
| Value of fidelity bond covering the plan | 2022-09-30 | $400,000 |
| Other income received | 2022-09-30 | $-12,470 |
| Net income (gross income less expenses) | 2022-09-30 | $-127,563 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $3,538,916 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $3,666,479 |
| Assets. Value of employer securities | 2022-09-30 | $1,530,849 |
| Total contributions received or receivable from employer(s) | 2022-09-30 | $85,536 |
| 2021 : THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-09-30 | $158,170 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $0 |
| Total plan assets at end of year | 2021-09-30 | $3,666,479 |
| Total plan assets at beginning of year | 2021-09-30 | $3,508,309 |
| Value of fidelity bond covering the plan | 2021-09-30 | $400,000 |
| Other income received | 2021-09-30 | $77,603 |
| Net income (gross income less expenses) | 2021-09-30 | $158,170 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $3,666,479 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $3,508,309 |
| Assets. Value of employer securities | 2021-09-30 | $1,606,141 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $80,567 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
| 2020 : THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-09-30 | $42,860 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $10,286 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $10,286 |
| Total plan assets at end of year | 2020-09-30 | $3,508,309 |
| Total plan assets at beginning of year | 2020-09-30 | $3,475,735 |
| Value of fidelity bond covering the plan | 2020-09-30 | $256,000 |
| Other income received | 2020-09-30 | $-63,959 |
| Net income (gross income less expenses) | 2020-09-30 | $32,574 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $3,508,309 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $3,475,735 |
| Assets. Value of employer securities | 2020-09-30 | $1,547,785 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $106,819 |
| 2019 : THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-09-30 | $456,633 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $93,656 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $93,656 |
| Total plan assets at end of year | 2019-09-30 | $3,475,735 |
| Total plan assets at beginning of year | 2019-09-30 | $3,112,758 |
| Value of fidelity bond covering the plan | 2019-09-30 | $256,000 |
| Other income received | 2019-09-30 | $359,544 |
| Net income (gross income less expenses) | 2019-09-30 | $362,977 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $3,475,735 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $3,112,758 |
| Assets. Value of employer securities | 2019-09-30 | $1,644,575 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $97,089 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
| 2018 : THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-09-30 | $356,573 |
| Expenses. Total of all expenses incurred | 2018-09-30 | $31,291 |
| Benefits paid (including direct rollovers) | 2018-09-30 | $31,240 |
| Total plan assets at end of year | 2018-09-30 | $3,112,758 |
| Total plan assets at beginning of year | 2018-09-30 | $2,787,476 |
| Value of fidelity bond covering the plan | 2018-09-30 | $256,000 |
| Other income received | 2018-09-30 | $254,830 |
| Net income (gross income less expenses) | 2018-09-30 | $325,282 |
| Net plan assets at end of year (total assets less liabilities) | 2018-09-30 | $3,112,758 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-09-30 | $2,787,476 |
| Assets. Value of employer securities | 2018-09-30 | $1,317,751 |
| Total contributions received or receivable from employer(s) | 2018-09-30 | $101,743 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-09-30 | $51 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
| 2017 : THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-09-30 | $-12,433 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $77,417 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $77,417 |
| Total plan assets at end of year | 2017-09-30 | $2,787,476 |
| Total plan assets at beginning of year | 2017-09-30 | $2,877,326 |
| Value of fidelity bond covering the plan | 2017-09-30 | $256,000 |
| Other income received | 2017-09-30 | $-110,743 |
| Net income (gross income less expenses) | 2017-09-30 | $-89,850 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $2,787,476 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $2,877,326 |
| Assets. Value of employer securities | 2017-09-30 | $1,087,293 |
| Total contributions received or receivable from employer(s) | 2017-09-30 | $98,310 |
| 2016 : THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-09-30 | $517,839 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $0 |
| Total plan assets at end of year | 2016-09-30 | $2,877,326 |
| Total plan assets at beginning of year | 2016-09-30 | $2,359,487 |
| Value of fidelity bond covering the plan | 2016-09-30 | $256,000 |
| Other income received | 2016-09-30 | $414,235 |
| Net income (gross income less expenses) | 2016-09-30 | $517,839 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $2,877,326 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $2,359,487 |
| Assets. Value of employer securities | 2016-09-30 | $1,317,288 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $103,604 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
| 2015 : THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $474,140 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $333,450 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $333,397 |
| Total plan assets at end of year | 2015-09-30 | $2,359,487 |
| Total plan assets at beginning of year | 2015-09-30 | $2,218,797 |
| Value of fidelity bond covering the plan | 2015-09-30 | $256,000 |
| Expenses. Other expenses not covered elsewhere | 2015-09-30 | $53 |
| Other income received | 2015-09-30 | $416,045 |
| Net income (gross income less expenses) | 2015-09-30 | $140,690 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $2,359,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $2,218,797 |
| Assets. Value of employer securities | 2015-09-30 | $820,945 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $58,095 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
| 2014 : THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-09-30 | $-436,179 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $125,157 |
| Benefits paid (including direct rollovers) | 2014-09-30 | $125,157 |
| Total plan assets at end of year | 2014-09-30 | $2,218,797 |
| Total plan assets at beginning of year | 2014-09-30 | $2,780,133 |
| Value of fidelity bond covering the plan | 2014-09-30 | $256,000 |
| Other income received | 2014-09-30 | $-461,691 |
| Net income (gross income less expenses) | 2014-09-30 | $-561,336 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $2,218,797 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $2,780,133 |
| Assets. Value of employer securities | 2014-09-30 | $419,374 |
| Total contributions received or receivable from employer(s) | 2014-09-30 | $25,512 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
| 2013 : THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $564,834 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $0 |
| Total plan assets at end of year | 2013-09-30 | $2,780,133 |
| Total plan assets at beginning of year | 2013-09-30 | $2,215,299 |
| Value of fidelity bond covering the plan | 2013-09-30 | $256,000 |
| Other income received | 2013-09-30 | $529,969 |
| Net income (gross income less expenses) | 2013-09-30 | $564,834 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $2,780,133 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $2,215,299 |
| Assets. Value of employer securities | 2013-09-30 | $892,725 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $34,865 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
| 2012 : THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-09-30 | $-88,120 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $81,199 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $81,124 |
| Total plan assets at end of year | 2012-09-30 | $2,215,299 |
| Total plan assets at beginning of year | 2012-09-30 | $2,384,618 |
| Value of fidelity bond covering the plan | 2012-09-30 | $256,000 |
| Expenses. Other expenses not covered elsewhere | 2012-09-30 | $75 |
| Other income received | 2012-09-30 | $-102,137 |
| Net income (gross income less expenses) | 2012-09-30 | $-169,319 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $2,215,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $2,384,618 |
| Assets. Value of employer securities | 2012-09-30 | $1,018,480 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $14,017 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
| 2011 : THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $81,180 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $10,737 |
| Total plan assets at end of year | 2011-09-30 | $2,384,618 |
| Total plan assets at beginning of year | 2011-09-30 | $2,314,175 |
| Value of fidelity bond covering the plan | 2011-09-30 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $10,737 |
| Other income received | 2011-09-30 | $81,180 |
| Net income (gross income less expenses) | 2011-09-30 | $70,443 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $2,384,618 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $2,314,175 |
| Assets. Value of employer securities | 2011-09-30 | $1,192,843 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
| 2010 : THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $371,667 |
| 2022: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-10-01 | Type of plan entity | Single employer plan |
| 2022-10-01 | Submission has been amended | No |
| 2022-10-01 | This submission is the final filing | No |
| 2022-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-10-01 | Plan is a collectively bargained plan | No |
| 2022-10-01 | Plan funding arrangement – Trust | Yes |
| 2022-10-01 | Plan benefit arrangement - Trust | Yes |
| 2021: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Submission has been amended | No |
| 2021-10-01 | This submission is the final filing | No |
| 2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-10-01 | Plan is a collectively bargained plan | No |
| 2021-10-01 | Plan funding arrangement – Trust | Yes |
| 2021-10-01 | Plan benefit arrangement - Trust | Yes |
| 2020: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Submission has been amended | No |
| 2020-10-01 | This submission is the final filing | No |
| 2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-10-01 | Plan is a collectively bargained plan | No |
| 2020-10-01 | Plan funding arrangement – Trust | Yes |
| 2020-10-01 | Plan benefit arrangement - Trust | Yes |
| 2019: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Submission has been amended | No |
| 2019-10-01 | This submission is the final filing | No |
| 2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-10-01 | Plan is a collectively bargained plan | No |
| 2019-10-01 | Plan funding arrangement – Trust | Yes |
| 2019-10-01 | Plan benefit arrangement - Trust | Yes |
| 2018: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Submission has been amended | No |
| 2018-10-01 | This submission is the final filing | No |
| 2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-10-01 | Plan is a collectively bargained plan | No |
| 2018-10-01 | Plan funding arrangement – Trust | Yes |
| 2018-10-01 | Plan benefit arrangement - Trust | Yes |
| 2017: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Submission has been amended | No |
| 2017-10-01 | This submission is the final filing | No |
| 2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-10-01 | Plan is a collectively bargained plan | No |
| 2017-10-01 | Plan funding arrangement – Trust | Yes |
| 2017-10-01 | Plan benefit arrangement - Trust | Yes |
| 2016: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Submission has been amended | No |
| 2016-10-01 | This submission is the final filing | No |
| 2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-10-01 | Plan is a collectively bargained plan | No |
| 2016-10-01 | Plan funding arrangement – Trust | Yes |
| 2016-10-01 | Plan benefit arrangement - Trust | Yes |
| 2015: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Submission has been amended | No |
| 2015-10-01 | This submission is the final filing | No |
| 2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-10-01 | Plan is a collectively bargained plan | No |
| 2015-10-01 | Plan funding arrangement – Trust | Yes |
| 2015-10-01 | Plan benefit arrangement - Trust | Yes |
| 2014: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Submission has been amended | No |
| 2014-10-01 | This submission is the final filing | No |
| 2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-10-01 | Plan is a collectively bargained plan | No |
| 2014-10-01 | Plan funding arrangement – Trust | Yes |
| 2014-10-01 | Plan benefit arrangement - Trust | Yes |
| 2013: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Submission has been amended | No |
| 2013-10-01 | This submission is the final filing | No |
| 2013-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-10-01 | Plan is a collectively bargained plan | No |
| 2013-10-01 | Plan funding arrangement – Trust | Yes |
| 2013-10-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Submission has been amended | No |
| 2012-10-01 | This submission is the final filing | No |
| 2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-10-01 | Plan is a collectively bargained plan | No |
| 2012-10-01 | Plan funding arrangement – Trust | Yes |
| 2012-10-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Submission has been amended | No |
| 2011-10-01 | This submission is the final filing | No |
| 2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-10-01 | Plan is a collectively bargained plan | No |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THOMAS GRAY & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
