2023 Form 5500 filing — Global Strategy Group, LLC 401(K) Profit Sharing Plan And Trust
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 20241009143009NAL0010722387001) for Global Strategy Group, LLC 401(K) Profit Sharing Plan And Trust, reported by Global Strategy Group, LLC under EIN 20-0159660 and plan number 002. It reports 182 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)$16.8MReported net assets$16,755,117
Participants182
Provider compensation$41.7K3 Schedule C row(s)$41,681
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009143009NAL0010722387001
- Plan sponsor
- Global Strategy Group, LLC
- EIN
- 20-0159660
- Plan number
- 002
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
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)$16.8M total assets
Net assets$16.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $16,755,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,755,117
- Employer contributions
- $451,087
- Participant contributions
- $1,569,167
- Total income / additions
- $4,676,579
- Benefits paid
- $328,717
- Administrative expenses
- $51,014
- Total expenses
- $379,731
- Net increase / (decrease)
- $4,296,848
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Pension Advisors Inc | ADVISOR | $28,027 | not reported in the loaded dataset |
| Caron & Bletzer, Pllc | ACCOUNTANT/AUDITOR | $11,200 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,454 | $0 |