Global Information Systems, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Global Information Systems, 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 Information Systems, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Global Information Systems, LLC under EIN 45-4373758 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $7,250,768 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.3MPlan net assets, end of year$7,250,768
Participants139Covered participants reported
Assets / participant$52.2KComputed: assets ÷ participants$52,164 (computed)
Provider compensation$46.6K4 Schedule C provider row(s)$46,583
- Plan sponsor
- Global Information Systems, LLC
- EIN
- 45-4373758
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20240729143120NAL0012608803001 |
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)$7.3M total assets
Net assets$7.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $7,250,768
- Net assets (EOY)
- $7,250,768
- Net assets (BOY)
- $6,059,605
Income & contributions
- Employer contributions
- $173,676
- Participant contributions
- $534,388
- Total contributions
- $708,064
- Total income / additions
- $1,657,137
Expenses & distributions
- Benefits paid
- $438,178
- Administrative expenses
- $26,433
- Total expenses
- $465,974
- Net increase / (decrease)
- $1,191,163
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.
25%75%
Employer 25%Participant 75%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $23,911 | $0 | 2023 |
| Lincoln Financial Securities Corpor | BROKER | $0 | $19,802 | 2023 |
| Anew 401k Tpa LLC | TPA | $1,190 | $348 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY-PLAN | $1,332 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Global Information Systems, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Transamerica Retirement Solutions — Schedule C compensation
- Lincoln Financial Securities Corpor — Schedule C compensation
- Anew 401k Tpa LLC — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation