2023 Form 5500 filing — Global Tbm Company Retirement Savings 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 20241010092829NAL0035376656001) for Global Tbm Company Retirement Savings Plan, reported by Global Tbm Company under EIN 85-3565454 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092829NAL0035376656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Global Tbm Company
- EIN
- 85-3565454
- Plan number
- 001
- Location
- Solon, OH
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,588,141
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,588,141
- Employer contributions
- $148,918
- Participant contributions
- $397,346
- Total income / additions
- $4,189,561
- Benefits paid
- $2,778,663
- Administrative expenses
- $34,124
- Total expenses
- $2,817,439
- Net increase / (decrease)
- $1,372,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cedar Brook Financial Partners, LLC | INVESTMENT/FINANCIAL ADVI | $32,504 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,620 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |