General Shale Smart Savings 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, General Shale Smart Savings 401(K) Plan is a benefit plan reported by General Shale Brick, Inc. under EIN 20-0454569 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,463 participants and $39,431,285 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
006
Plan type
2
Location
Johnson City, TN
Latest filing year
2023
Participants
1,463
End-of-year plan assets
$39,431,285

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,463H, C20241015125042NAL0028479025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,431,285
Total liabilities (EOY)
$0
Net assets (EOY)
$39,431,285
Net assets (BOY)
$16,529,292

Income & contributions

Employer contributions
$1,951,768
Participant contributions
$2,190,564
Total contributions
$4,305,448
Total income / additions
$9,705,237

Expenses & distributions

Benefits paid
$4,305,818
Administrative expenses
$94,188
Total expenses
$4,432,800
Net increase / (decrease)
$5,272,437

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$89,987$02023

Related Form 5500 pages