George Industries, LLC Retirement Savings Plan — Form 5500 plan (George Industries, LLC)

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, George Industries, LLC Retirement Savings Plan is a benefit plan reported by George Industries, LLC under EIN 81-2649897 and plan number 003. The latest loaded filing year is 2023. The filing reports 168 participants and $7,454,444 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
George Industries, LLC
EIN
81-2649897
Plan number
003
Plan type
2
Location
Endicott, NY
Latest filing year
2023
Participants
168
End-of-year plan assets
$7,454,444

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20241015113831NAL0055803938001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,454,444
Total liabilities (EOY)
$0
Net assets (EOY)
$7,454,444
Net assets (BOY)
$6,527,903

Income & contributions

Employer contributions
$142,190
Participant contributions
$423,224
Total contributions
$565,414
Total income / additions
$1,425,391

Expenses & distributions

Benefits paid
$453,487
Administrative expenses
$21,071
Total expenses
$498,850
Net increase / (decrease)
$926,541

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory ServicesINVESTMENT/FINANCIAL ADVI$16,108$02023
Adp, Inc.RECORD KEEPER$4,961$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages