Safeguard Global 401(K) Plan — Form 5500 plan (Safeguard World International 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, Safeguard Global 401(K) Plan is a benefit plan reported by Safeguard World International LLC under EIN 42-1767172 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $8,355,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Safeguard World International LLC
- EIN
- 42-1767172
- Plan number
- 001
- Plan type
- 2
- Location
- Westlake Hills, TX
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $8,355,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20240903113533NAL0010532723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,355,437
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,355,437
- Net assets (BOY)
- $5,276,115
Income & contributions
- Employer contributions
- $810,467
- Participant contributions
- $1,617,079
- Total contributions
- $2,519,273
- Total income / additions
- $3,694,699
Expenses & distributions
- Benefits paid
- $566,280
- Administrative expenses
- $48,222
- Total expenses
- $615,377
- Net increase / (decrease)
- $3,079,322
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $27,032 | $0 | 2023 |
| Peggy S. Edge, Cpa, LLC | ACCOUNTANT/AUDITOR | $14,500 | not reported in the loaded dataset | 2023 |