Global Tbm Company Retirement Savings Plan — Form 5500 plan (Global Tbm Company)
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 Tbm Company Retirement Savings Plan is a benefit plan reported by Global Tbm Company under EIN 85-3565454 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $25,588,141 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Global Tbm Company
- EIN
- 85-3565454
- Plan number
- 001
- Plan type
- 2
- Location
- Solon, OH
- Latest filing year
- 2023
- Participants
- 141
- End-of-year plan assets
- $25,588,141
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241010092829NAL0035376656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,588,141
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,588,141
- Net assets (BOY)
- $24,216,019
Income & contributions
- Employer contributions
- $148,918
- Participant contributions
- $397,346
- Total contributions
- $546,264
- Total income / additions
- $4,189,561
Expenses & distributions
- Benefits paid
- $2,778,663
- Administrative expenses
- $34,124
- Total expenses
- $2,817,439
- Net increase / (decrease)
- $1,372,122
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cedar Brook Financial Partners, LLC | INVESTMENT/FINANCIAL ADVI | $32,504 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,620 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |