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Department of Labor filing

GLOBAL TAX MANAGEMENT, INC.

GLOBAL TAX MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

57filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$4,431

Reported employer contributions per active participant.

Higher than about 69% of comparable plans
#People in the filing
202

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$257 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 31% of comparable plans
↗Investment performance
Not available

Plan assets changed 22.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202457out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions69th percentileTypical peer $3,137 · based on 5,509 comparable plans
Lower reported administrative expense31st percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, GLOBAL TAX MANAGEMENT, INC. reported $895,111 in employer contributions across the plan and 202 active participants. That works out to $4,431 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy73%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 12.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 10.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context57/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$895,111
Participant contributions
$2,450,626
Other contributions
$1,636,196
Employer share of reported contributions
26.8%
Beginning assets
$41,052,568
Ending assets
$50,312,132
Ending net assets
$50,312,132
Ending liabilities
$0
Total income
$11,642,572
Total expenses
$2,383,008
Administrative expenses
$69,021
Participant loans
$162,570

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$3,949
2023
$4,434
2024
$4,431
Plan-paid administrative expenses per participant
2022
$233
2023
$205
2024
$257
Active participants
2022
178
2023
179
2024
202
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$4,43120250.3M20251010052634NAL0017762034001
2023$4,43417941.1M20240827051026NAL0017052208001
2022$3,94917832.5M20230918164024NAL0059319170001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.3%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
232817942-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2001
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
EATON VANCE DISTRIBUTORS, INC.2024Not reportedunknown
FEF DISTRIBUTORS, LLC2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
FRANKLIN TEMPLETON DISTRIBUTORS, IN2024Not reportedunknown
HARRIS ASSOCIATES SECURITIIES L.P.2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JOHN HANCOCK FUNDS, LLC2024Not reportedunknown
MASSMUTUAL2024Not reportedunknown
METROPOLITAN LIFE2024Not reportedunknown
ROYCE FUND SERVICES, INC.2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251010052634NAL0017762034001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗