Plan5500

Global Strategy Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Strategy Group, LLC (EIN 20-0159660) is a plan sponsor located in New York, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-0159660
Location
New York, NY
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.8MSummed across loaded plans$16,755,117
Total reported assets$16.8M$16,755,117
Total reported participants329
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.8M total assets
Net assets$16.8MLiabilities$0
Contributions & income
Employer contributions$451.1K
Participant contributions$1.6M
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$328.7K
Total expenses$379.7K
Net increase / (decrease)$4.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Global Strategy Group, LLC 401(K) Profit Sharing Plan And Trust
Participants per plan165Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Global Strategy Group, LLC 401(K) Profit Sharing Plan And Trust$16.8M
    Plan #002 · 182 participants · 2023
  2. 2
    Global Strategy Group, LLC Employee Benefits Plannot reported in the loaded dataset
    Plan #502 · 147 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Global Strategy Group, LLC
YearPlanParticipantsSchedulesFiling
2023Global Strategy Group, LLC Employee Benefits Plan147—20240727154628NAL0011152851001
2023Global Strategy Group, LLC 401(K) Profit Sharing Plan And Trust182H, C20241009143009NAL0010722387001

Related Form 5500 pages