Globe Machine Manufacturing Company 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Globe Machine Manufacturing Company)

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, Globe Machine Manufacturing Company 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Globe Machine Manufacturing Company under EIN 91-0235240 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $11,428,355 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Globe Machine Manufacturing Company
EIN
91-0235240
Plan number
001
Plan type
2
Location
Tacoma, WA
Latest filing year
2023
Participants
169
End-of-year plan assets
$11,428,355

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20241011163827NAL0037715968001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,428,355
Net assets (EOY)
$11,428,355
Net assets (BOY)
$9,688,091

Income & contributions

Employer contributions
$596,226
Participant contributions
$823,339
Total contributions
$1,427,812
Total income / additions
$2,830,088

Expenses & distributions

Benefits paid
$993,455
Administrative expenses
$88,302
Total expenses
$1,089,824
Net increase / (decrease)
$1,740,264

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Benefit ServicesINVESTMENT ADVISOR$24,150$02023
Moss AdamsAUDITOR$22,575$02023
Empower Annuity Insurance CompanyRECORDKEEPER$18,696$02023
Hunnex And Shomaker, Inc.CONTRACT ADMIN$11,949$02023

Related Form 5500 pages