2023 Form 5500 filing — Safeguard Global 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240903113533NAL0010532723001) for Safeguard Global 401(K) Plan, reported by Safeguard World International LLC under EIN 42-1767172 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.4MReported net assets$8,355,437
Participants175
Provider compensation$41.5K2 Schedule C row(s)$41,532
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240903113533NAL0010532723001
Plan sponsor
Safeguard World International LLC
EIN
42-1767172
Plan number
001
Location
Westlake Hills, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$615.4K
Benefits paid / distributions$566.3K
Contributions
Employer$810.5K
Participant$1.6M
Full reported line items
Total assets (EOY)
$8,355,437
Total liabilities (EOY)
$0
Net assets (EOY)
$8,355,437
Employer contributions
$810,467
Participant contributions
$1,617,079
Total income / additions
$3,694,699
Benefits paid
$566,280
Administrative expenses
$48,222
Total expenses
$615,377
Net increase / (decrease)
$3,079,322
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $27K · Indirect $0
  2. 2
    ACCOUNTANT/AUDITOR · Direct $14.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240903113533NAL0010532723001 cover?
It is the 2023 Form 5500 filing for Safeguard Global 401(K) Plan, reported by Safeguard World International LLC (EIN 42-1767172).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages