Global Steering Systems, LLC 401(K) Plan — Form 5500 plan (Global Steering 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 Steering Systems, LLC 401(K) Plan is a benefit plan reported by Global Steering Systems, LLC under EIN 80-0367626 and plan number 001. The latest loaded filing year is 2023. The filing reports 362 participants and $9,703,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Global Steering Systems, LLC
- EIN
- 80-0367626
- Plan number
- 001
- Plan type
- 2
- Location
- Watertown, CT
- Latest filing year
- 2023
- Participants
- 362
- End-of-year plan assets
- $9,703,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 362 | H, C | 20241011103903NAL0038458000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,703,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,703,035
- Net assets (BOY)
- $7,911,265
Income & contributions
- Employer contributions
- $258,801
- Participant contributions
- $848,493
- Total contributions
- $1,170,454
- Total income / additions
- $2,548,048
Expenses & distributions
- Benefits paid
- $628,223
- Administrative expenses
- $51,913
- Total expenses
- $756,278
- Net increase / (decrease)
- $1,791,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $24,807 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,592 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,514 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Global Steering Systems, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Watertown, CT
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation