2023 Form 5500 filing — Sos Global Express, Inc. 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 20240918051823NAL0008810514001) for Sos Global Express, Inc. 401(K) Plan, reported by Sos Global Express, Inc. under EIN 56-1897797 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918051823NAL0008810514001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sos Global Express, Inc.
- EIN
- 56-1897797
- Plan number
- 001
- Location
- New Bern, NC
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,374,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,374,499
- Employer contributions
- $238,512
- Participant contributions
- $762,423
- Total income / additions
- $2,505,367
- Benefits paid
- $2,260,349
- Administrative expenses
- $45,823
- Total expenses
- $2,306,172
- Net increase / (decrease)
- $199,195
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $19,400 | $0 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $13,569 | $0 |
| Raymond James | INVESTMENT/FINANCIAL ADVI | $12,853 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |