Global Information Systems, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Global Information Systems, 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 Information Systems, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Global Information Systems, LLC under EIN 45-4373758 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $7,250,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Global Information Systems, LLC
- EIN
- 45-4373758
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $7,250,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20240729143120NAL0012608803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,250,768
- Net assets (EOY)
- $7,250,768
- Net assets (BOY)
- $6,059,605
Income & contributions
- Employer contributions
- $173,676
- Participant contributions
- $534,388
- Total contributions
- $708,064
- Total income / additions
- $1,657,137
Expenses & distributions
- Benefits paid
- $438,178
- Administrative expenses
- $26,433
- Total expenses
- $465,974
- Net increase / (decrease)
- $1,191,163
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $23,911 | $0 | 2023 |
| Lincoln Financial Securities Corpor | BROKER | $0 | $19,802 | 2023 |
| Anew 401k Tpa LLC | TPA | $1,190 | $348 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $1,332 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Global Information Systems, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Transamerica Retirement Solutions — Schedule C compensation
- Lincoln Financial Securities Corpor — Schedule C compensation
- Anew 401k Tpa LLC — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation