General Southern Industries, Inc. 401(K) Plan — Form 5500 plan (General Southern Industries, 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 Southern Industries, Inc. 401(K) Plan is a benefit plan reported by General Southern Industries, Inc. under EIN 63-0897153 and plan number 001. The latest loaded filing year is 2023. The filing reports 416 participants and $20,133,529 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
General Southern Industries, Inc.
EIN
63-0897153
Plan number
001
Plan type
2
Location
Russellville, AL
Latest filing year
2023
Participants
416
End-of-year plan assets
$20,133,529

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023416H, C20240731124735NAL0036533920001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,133,529
Total liabilities (EOY)
$0
Net assets (EOY)
$20,133,529
Net assets (BOY)
$16,824,191

Income & contributions

Employer contributions
$703,216
Participant contributions
$1,065,069
Total contributions
$1,768,285
Total income / additions
$4,638,449

Expenses & distributions

Benefits paid
$1,268,527
Administrative expenses
$60,584
Total expenses
$1,329,111
Net increase / (decrease)
$3,309,338

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$51,453$02023
Newport Trust CompanyTRUSTEE$9,131$02023

Related Form 5500 pages