Search public Form 5500 filings

Plans

• planGlobal Tax Management, Inc. 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  $41.1Mreported assets (EOY)
  Sponsor: Global Tax Management, Inc.EIN: 23-2817942Plan: 001Participants: 250Assets: $41,052,568Net assets: $41.1MAssets / participant: $164.2KLocation: Wayne, PALatest: 2023
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• planGlobal Tax Management, Inc. Employee Stock Ownership PlanFinancial statementProvider compensation2023 filing
  $31.5Mreported assets (EOY)
  Sponsor: Global Tax Management, Inc.EIN: 23-2817942Plan: 002Participants: 296Assets: $31,516,999Net assets: $31.5MAssets / participant: $106.5KLocation: Wayne, PALatest: 2023
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• planGlobal Tax Management, Inc. Employee Benefits Plan2023 filing
  Sponsor: Global Tax Management, Inc.EIN: 23-2817942Plan: 501Participants: 184Assets: not reported in the loaded datasetLocation: Wayne, PALatest: 2023
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