Global Strategy Group, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Global Strategy Group, 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 Strategy Group, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Global Strategy Group, LLC under EIN 20-0159660 and plan number 002. The latest loaded filing year is 2023. The filing reports 182 participants and $16,755,117 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Global Strategy Group, LLC
- EIN
- 20-0159660
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $16,755,117
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20241009143009NAL0010722387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,755,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,755,117
- Net assets (BOY)
- $12,458,269
Income & contributions
- Employer contributions
- $451,087
- Participant contributions
- $1,569,167
- Total contributions
- $2,109,216
- Total income / additions
- $4,676,579
Expenses & distributions
- Benefits paid
- $328,717
- Administrative expenses
- $51,014
- Total expenses
- $379,731
- Net increase / (decrease)
- $4,296,848
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Pension Advisors Inc | ADVISOR | $28,027 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | ACCOUNTANT/AUDITOR | $11,200 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,454 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Global Strategy Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Sentinel Pension Advisors Inc — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation