Global Strategy Group, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Global Strategy Group, LLC)
Plain-English plan 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, Global Strategy Group, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Global Strategy Group, LLC under EIN 20-0159660 and plan number 002. The latest loaded filing year is 2023. The filing reports 182 participants and $16,755,117 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$16.8MPlan net assets, end of year$16,755,117
Participants182Covered participants reported
Assets / participant$92.1KComputed: assets ÷ participants$92,061 (computed)
Provider compensation$41.7K3 Schedule C provider row(s)$41,681
- Plan sponsor
- Global Strategy Group, LLC
- EIN
- 20-0159660
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20241009143009NAL0010722387001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$16.8M total assets
Net assets$16.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $16,755,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,755,117
- Net assets (BOY)
- $12,458,269
Income & contributions
- Employer contributions
- $451,087
- Participant contributions
- $1,569,167
- Total contributions
- $2,109,216
- Total income / additions
- $4,676,579
Expenses & distributions
- Benefits paid
- $328,717
- Administrative expenses
- $51,014
- Total expenses
- $379,731
- Net increase / (decrease)
- $4,296,848
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Pension Advisors Inc | ADVISOR | $28,027 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer, Pllc | ACCOUNTANT/AUDITOR | $11,200 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,454 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Global Strategy Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Sentinel Pension Advisors Inc — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation