Global Tote Us, LLC 401(K) Plan — Form 5500 plan (Global Tote Us LLC)

Plain-English plan 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 Tote Us, LLC 401(K) Plan is a benefit plan reported by Global Tote Us LLC under EIN 01-0894947 and plan number 003. The latest loaded filing year is 2023. The filing reports 243 participants and $6,780,543 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Global Tote Us LLC
EIN
01-0894947
Plan number
003
Plan type
2
Location
Hamden, CT
Latest filing year
2023
Participants
243
End-of-year plan assets
$6,780,543

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20241014171336NAL0026806641001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,780,543
Total liabilities (EOY)
$0
Net assets (EOY)
$6,780,543
Net assets (BOY)
$5,888,643

Income & contributions

Employer contributions
$112,171
Participant contributions
$597,350
Total contributions
$860,047
Total income / additions
$2,038,808

Expenses & distributions

Benefits paid
$1,136,966
Administrative expenses
$2,378
Total expenses
$1,146,908
Net increase / (decrease)
$891,900

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$587$02023

Related Form 5500 pages