Original filing (PDF)20241121170139NAL0000351811010

GLOBAL CHARITY SERVICES INC

Name: GLOBAL CHARITY SERVICES INC — GLOBAL CHARITY SERVICES INC 401(K) PLAN, Form 5500 (2023)
Creator: GLOBAL CHARITY SERVICES INC

Form 5500-SF

FILING_RECEIVED

GLOBAL CHARITY SERVICES INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL CHARITY SERVICES INC.

Plan sponsor

Name

GLOBAL CHARITY SERVICES INC

EIN

84-3868560

Address

1901 ULMERTON RD STE 400 · CLEARWATER, FL · 33762

Phone

(813) 817-8035

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-07

Filed

2024-11-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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