Globe Engineering Co Inc Employee Stock Ownership Plan And Trust — Form 5500 plan (Globe Engineering Co 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, Globe Engineering Co Inc Employee Stock Ownership Plan And Trust is a benefit plan reported by Globe Engineering Co Inc under EIN 48-0720478 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $136,184,991 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Globe Engineering Co Inc
- EIN
- 48-0720478
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $136,184,991
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20250725083159NAL0006371281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $136,184,991
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $136,184,991
- Net assets (BOY)
- $133,421,113
Income & contributions
- Employer contributions
- $5,833,030
- Total contributions
- $5,833,030
- Total income / additions
- $17,400,319
Expenses & distributions
- Benefits paid
- $14,633,107
- Administrative expenses
- $3,334
- Total expenses
- $14,636,441
- Net increase / (decrease)
- $2,763,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | not reported in the loaded dataset | 2023 |