2023 Form 5500 filing — Global Widget, LLC 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 20250218164905NAL0005283536001) for Global Widget, LLC 401(K) Plan, reported by Global Widget, LLC under EIN 81-2430361 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.5MReported net assets$3,469,331
Participants277
Provider compensation$23.2K2 Schedule C row(s)$23,249
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250218164905NAL0005283536001
Plan sponsor
Global Widget, LLC
EIN
81-2430361
Plan number
001
Location
Tampa, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.5M total assets
Net assets$3.5MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$392.4K
Benefits paid / distributions$369.2K
Contributions
Employer$245.3K
Participant$403K
Full reported line items
Total assets (EOY)
$3,469,331
Total liabilities (EOY)
$0
Net assets (EOY)
$3,469,331
Employer contributions
$245,314
Participant contributions
$402,985
Total income / additions
$1,336,512
Benefits paid
$369,175
Administrative expenses
$23,249
Total expenses
$392,424
Net increase / (decrease)
$944,088
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $19.5K · Indirect $0
  2. 2
    TPA · Direct $3.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250218164905NAL0005283536001 cover?
It is the 2023 Form 5500 filing for Global Widget, LLC 401(K) Plan, reported by Global Widget, LLC (EIN 81-2430361).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages