The General Shale 401(K) Plan — Form 5500 plan (General Shale Brick, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The General Shale 401(K) Plan is a benefit plan reported by General Shale Brick, Inc. under EIN 20-0454569 and plan number 005. The latest loaded filing year is 2023. The filing reports 397 participants and $127,555,792 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
General Shale Brick, Inc.
EIN
20-0454569
Plan number
005
Plan type
2
Location
Johnson City, TN
Latest filing year
2023
Participants
397
End-of-year plan assets
$127,555,792

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023397H, C20241015124305NAL0028457937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$127,555,792
Total liabilities (EOY)
$0
Net assets (EOY)
$127,555,792
Net assets (BOY)
$69,085,930

Income & contributions

Employer contributions
$2,885,066
Participant contributions
$3,767,946
Total contributions
$7,955,754
Total income / additions
$28,764,148

Expenses & distributions

Benefits paid
$21,875,749
Administrative expenses
-$16,258
Total expenses
$21,858,660
Net increase / (decrease)
$6,905,488

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$10,133not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$26,391$02023

Related Form 5500 pages