Sos Global Express, Inc. 401(K) Plan — Form 5500 plan (Sos Global Express, Inc.)
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, Sos Global Express, Inc. 401(K) Plan is a benefit plan reported by Sos Global Express, Inc. under EIN 56-1897797 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $9,374,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sos Global Express, Inc.
- EIN
- 56-1897797
- Plan number
- 001
- Plan type
- 2
- Location
- New Bern, NC
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $9,374,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240918051823NAL0008810514001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,374,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,374,499
- Net assets (BOY)
- $9,175,304
Income & contributions
- Employer contributions
- $238,512
- Participant contributions
- $762,423
- Total contributions
- $1,007,600
- Total income / additions
- $2,505,367
Expenses & distributions
- Benefits paid
- $2,260,349
- Administrative expenses
- $45,823
- Total expenses
- $2,306,172
- Net increase / (decrease)
- $199,195
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $19,400 | $0 | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $13,569 | $0 | 2023 |
| Raymond James | INVESTMENT/FINANCIAL ADVI | $12,853 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sos Global Express, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in New Bern, NC
- Adp, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Raymond James — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation