2023 Form 5500 filing — Telefonica Global Solutions Usa, Inc., 401(K) 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 20241001111010NAL0003925651001) for Telefonica Global Solutions Usa, Inc., 401(K) Plan, reported by Telefonica Global Solutions Usa, Inc. under EIN 52-2215332 and plan number 002. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001111010NAL0003925651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Telefonica Global Solutions Usa, Inc.
- EIN
- 52-2215332
- Plan number
- 002
- Location
- Miami, FL
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,598,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,598,614
- Employer contributions
- $757,831
- Participant contributions
- $1,241,431
- Total income / additions
- $7,330,264
- Benefits paid
- $3,598,010
- Administrative expenses
- $99,587
- Total expenses
- $3,697,597
- Net increase / (decrease)
- $3,632,667
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $60,612 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,975 | $0 |