General Sheet Metal Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (General Sheet Metal Co., 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 Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by General Sheet Metal Co., Inc. under EIN 04-2220499 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $22,953,206 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
General Sheet Metal Co., Inc.
EIN
04-2220499
Plan number
001
Plan type
2
Location
Auburn, MA
Latest filing year
2023
Participants
173
End-of-year plan assets
$22,953,206

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20240930115226NAL0003211907001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,953,206
Total liabilities (EOY)
$0
Net assets (EOY)
$22,953,206
Net assets (BOY)
$19,361,577

Income & contributions

Employer contributions
$644,612
Participant contributions
$1,113,019
Total contributions
$1,757,631
Total income / additions
$4,751,796

Expenses & distributions

Benefits paid
$1,096,002
Administrative expenses
$64,165
Total expenses
$1,160,167
Net increase / (decrease)
$3,591,629

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$39,165$02023
Rockland Trust CoADVISOR$25,000not reported in the loaded dataset2023

Related Form 5500 pages