2023 Form 5500 filing — Global Information Systems, LLC 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729143120NAL0012608803001) for Global Information Systems, LLC 401(K) Profit Sharing Plan, reported by Global Information Systems, LLC under EIN 45-4373758 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729143120NAL0012608803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Global Information Systems, LLC
- EIN
- 45-4373758
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,250,768
- Net assets (EOY)
- $7,250,768
- Employer contributions
- $173,676
- Participant contributions
- $534,388
- Total income / additions
- $1,657,137
- Benefits paid
- $438,178
- Administrative expenses
- $26,433
- Total expenses
- $465,974
- Net increase / (decrease)
- $1,191,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $23,911 | $0 |
| Lincoln Financial Securities Corpor | BROKER | $0 | $19,802 |
| Anew 401k Tpa LLC | TPA | $1,190 | $348 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $1,332 | $0 |