Plan5500

Global Tax Management, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Global Tax Management, Inc. (EIN 23-2817942) is a plan sponsor located in Wayne, PA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-2817942
Location
Wayne, PA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Global Tax Management, Inc.

  • 3 loaded plans hold $72.6M in reported assets.
  • The largest, Global Tax Management, Inc. 401(K) Profit Sharing Plan, holds 57% of this company's reported plan assets.
  • Plans cover 730 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$72.6MSummed across loaded plans$72,558,646
Total reported assets$72.6M$72,569,567
Total reported participants730
Total reported liabilities$10.9K$10,921

Reported net position

Reported assets = net assets + liabilities (summed)$72.6M total assets
Net assets$72.6MLiabilities$10.9K
Contributions & income
Employer contributions$2.8M
Participant contributions$2.4M
Total income / additions$14M
Expenses & distributions
Benefits paid / distributions$2.8M
Total expenses$2.9M
Net increase / (decrease)$11.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets57%Global Tax Management, Inc. 401(K) Profit Sharing Plan
Participants per plan243Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Global Tax Management, Inc. 401(K) Profit Sharing Plan$41.1M
    Plan #001 · 250 participants · 2023
  2. 2
    Global Tax Management, Inc. Employee Stock Ownership Plan$31.5M
    Plan #002 · 296 participants · 2023
  3. 3
    Global Tax Management, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 184 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Global Tax Management, Inc.. Open one for its full reported snapshot.

  1. 2023
    Global Tax Management, Inc. Employee Benefits Plan184 participants · 2No schedules
    View filing →
  2. 2023
    Global Tax Management, Inc. 401(K) Profit Sharing Plan250 participants · 2Sch HSch C
    View filing →
  3. 2023
    Global Tax Management, Inc. Employee Stock Ownership Plan296 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Global Tax Management, Inc. report on Form 5500?
Global Tax Management, Inc. (EIN 23-2817942) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Global Tax Management, Inc.?
The Employer Identification Number (EIN) reported for Global Tax Management, Inc. is 23-2817942.
What is the latest Form 5500 filing year for Global Tax Management, Inc.?
The latest loaded Form 5500 filing year for Global Tax Management, Inc. is 2023.

Related Form 5500 pages