Globoforce, Inc. 401(K) Plan — Form 5500 plan (Globoforce, Inc.)

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, Globoforce, Inc. 401(K) Plan is a benefit plan reported by Globoforce, Inc. under EIN 20-8734194 and plan number 001. The latest loaded filing year is 2023. The filing reports 567 participants and $46,101,878 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Globoforce, Inc.
EIN
20-8734194
Plan number
001
Plan type
2
Location
Framingham, MA
Latest filing year
2023
Participants
567
End-of-year plan assets
$46,101,878

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023567H, C20241029092611NAL0002655251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,101,878
Total liabilities (EOY)
$0
Net assets (EOY)
$46,101,878
Net assets (BOY)
$33,420,966

Income & contributions

Employer contributions
$2,362,439
Participant contributions
$5,252,245
Total contributions
$9,357,172
Total income / additions
$16,035,169

Expenses & distributions

Benefits paid
$3,386,355
Administrative expenses
-$32,098
Total expenses
$3,354,257
Net increase / (decrease)
$12,680,912

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith BarneyADVISOR$0$92,9252023
Rsm Us LlpACCOUNTANT/AUDITOR$25,200not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$57,298$02023

Related Form 5500 pages