General Sheet Metal Employee Stock Ownership Plan — Form 5500 plan (General Sheet Metal Works, 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, General Sheet Metal Employee Stock Ownership Plan is a benefit plan reported by General Sheet Metal Works, Inc. under EIN 93-0611584 and plan number 004. The latest loaded filing year is 2023. The filing reports 130 participants and $5,693,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- General Sheet Metal Works, Inc.
- EIN
- 93-0611584
- Plan number
- 004
- Plan type
- 2
- Location
- Clackamas, OR
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $5,693,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H | 20250416011922NAL0007394272001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,693,032
- Total liabilities (EOY)
- $5,865,958
- Net assets (EOY)
- -$172,926
- Net assets (BOY)
- -$3,393,775
Income & contributions
- Employer contributions
- $525,357
- Total contributions
- $525,357
- Total income / additions
- $3,479,932
Expenses & distributions
- Benefits paid
- $14,860
- Administrative expenses
- $105
- Total expenses
- $259,083
- Net increase / (decrease)
- $3,220,849
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.