Telefonica Global Solutions Usa, Inc., 401(K) Plan — Form 5500 plan (Telefonica Global Solutions Usa, 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, Telefonica Global Solutions Usa, Inc., 401(K) Plan is a benefit plan reported by Telefonica Global Solutions Usa, Inc. under EIN 52-2215332 and plan number 002. The latest loaded filing year is 2023. The filing reports 298 participants and $33,598,614 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Telefonica Global Solutions Usa, Inc.
EIN
52-2215332
Plan number
002
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
298
End-of-year plan assets
$33,598,614

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023298H, C20241001111010NAL0003925651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,598,614
Total liabilities (EOY)
$0
Net assets (EOY)
$33,598,614
Net assets (BOY)
$29,968,333

Income & contributions

Employer contributions
$757,831
Participant contributions
$1,241,431
Total contributions
$2,006,765
Total income / additions
$7,330,264

Expenses & distributions

Benefits paid
$3,598,010
Administrative expenses
$99,587
Total expenses
$3,697,597
Net increase / (decrease)
$3,632,667

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley GlobalINVESTMENT ADVISORY$60,612not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$38,975$02023

Related Form 5500 pages