2023 Form 5500 filing — Global Tote Us, LLC 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 20241014171336NAL0026806641001) for Global Tote Us, LLC 401(K) Plan, reported by Global Tote Us LLC under EIN 01-0894947 and plan number 003. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014171336NAL0026806641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Global Tote Us LLC
- EIN
- 01-0894947
- Plan number
- 003
- Location
- Hamden, CT
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,780,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,780,543
- Employer contributions
- $112,171
- Participant contributions
- $597,350
- Total income / additions
- $2,038,808
- Benefits paid
- $1,136,966
- Administrative expenses
- $2,378
- Total expenses
- $1,146,908
- Net increase / (decrease)
- $891,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $587 | $0 |