2023 Form 5500 filing — Globe Engineering Co Inc Employee Stock Ownership Plan And Trust

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 20250725083159NAL0006371281001) for Globe Engineering Co Inc Employee Stock Ownership Plan And Trust, reported by Globe Engineering Co Inc under EIN 48-0720478 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250725083159NAL0006371281001
Filing year
2023
Form type
2
Plan sponsor
Globe Engineering Co Inc
EIN
48-0720478
Plan number
001
Location
Wichita, KS
Participants
255
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$136,184,991
Total liabilities (EOY)
$0
Net assets (EOY)
$136,184,991
Employer contributions
$5,833,030
Total income / additions
$17,400,319
Benefits paid
$14,633,107
Administrative expenses
$3,334
Total expenses
$14,636,441
Net increase / (decrease)
$2,763,878
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ubs Financial Services IncINVESTMENT ADVISORY$0not reported in the loaded dataset

Related Form 5500 pages