401k Plan data: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Stock bonus
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

GLOBAL TAX MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: GLOBAL TAX MANAGEMENT, INC.

Employer identification number (EIN): 232817942

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 DENNIS JOHNSON 2023-10-16
002 2021-01-01 DENNIS JOHNSON 2022-10-10
002 2020-01-01 DENNIS JOHNSON 2021-10-08
002 2019-01-01 JASON YAGER 2020-10-14
002 2018-01-01 JASON YAGER 2019-10-03
002 2017-01-01 JASON YAGER JASON YAGER 2018-10-15
002 2016-01-01 JASON YAGER JASON YAGER 2017-10-16
002 2015-01-01 JASON YAGER JASON YAGER 2016-10-13
002 2014-01-01 JASON YAGER
002 2013-01-01 JOSEPH P. DIBIANCA
002 2012-01-01 JOSEPH P. DIBIANCA
002 2011-01-01 JOSEPH P. DIBIANCA
002 2010-01-01 JOSEPH P. DIBIANCA
002 2009-01-01 JOSEPH P. DIBIANCA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	DENNIS JOHNSON	2023-10-16
002	2021-01-01	DENNIS JOHNSON	2022-10-10
002	2020-01-01	DENNIS JOHNSON	2021-10-08
002	2019-01-01	JASON YAGER	2020-10-14
002	2018-01-01	JASON YAGER	2019-10-03
002	2017-01-01	JASON YAGER		JASON YAGER	2018-10-15
002	2016-01-01	JASON YAGER		JASON YAGER	2017-10-16
002	2015-01-01	JASON YAGER		JASON YAGER	2016-10-13
002	2014-01-01	JASON YAGER
002	2013-01-01	JOSEPH P. DIBIANCA
002	2012-01-01	JOSEPH P. DIBIANCA
002	2011-01-01	JOSEPH P. DIBIANCA
002	2010-01-01	JOSEPH P. DIBIANCA
002	2009-01-01	JOSEPH P. DIBIANCA

Plan Statistics for GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 145
Number of retired or separated participants receiving benefits 2022-01-01 89
Number of other retired or separated participants entitled to future benefits 2022-01-01 16
Total of all active and inactive participants 2022-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 251
Number of participants with account balances 2022-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 149
Number of retired or separated participants receiving benefits 2021-01-01 13
Number of other retired or separated participants entitled to future benefits 2021-01-01 71
Total of all active and inactive participants 2021-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 234
Number of participants with account balances 2021-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 142
Number of retired or separated participants receiving benefits 2020-01-01 17
Number of other retired or separated participants entitled to future benefits 2020-01-01 63
Total of all active and inactive participants 2020-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 224
Number of participants with account balances 2020-01-01 224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 202
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 116
Number of retired or separated participants receiving benefits 2019-01-01 18
Number of other retired or separated participants entitled to future benefits 2019-01-01 63
Total of all active and inactive participants 2019-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 198
Number of participants with account balances 2019-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 100
Number of retired or separated participants receiving benefits 2018-01-01 18
Number of other retired or separated participants entitled to future benefits 2018-01-01 59
Total of all active and inactive participants 2018-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 177
Number of participants with account balances 2018-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 100
Number of retired or separated participants receiving benefits 2017-01-01 15
Number of other retired or separated participants entitled to future benefits 2017-01-01 51
Total of all active and inactive participants 2017-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 166
Number of participants with account balances 2017-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 95
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 52
Total of all active and inactive participants 2016-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 152
Number of participants with account balances 2016-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 95
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 36
Total of all active and inactive participants 2015-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 133
Number of participants with account balances 2015-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 86
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 31
Total of all active and inactive participants 2014-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 118
Number of participants with account balances 2014-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 77
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 103
Number of participants with account balances 2013-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 66
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 22
Total of all active and inactive participants 2012-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 89
Number of participants with account balances 2012-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 55
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 19
Total of all active and inactive participants 2011-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 75
Number of participants with account balances 2011-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 15
2010: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 65
Number of other retired or separated participants entitled to future benefits 2010-01-01 8
Total of all active and inactive participants 2010-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 73
Number of participants with account balances 2010-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 8
2009: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 68
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 73
Number of participants with account balances 2009-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2022: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	145
Number of retired or separated participants receiving benefits	2022-01-01	89
Number of other retired or separated participants entitled to future benefits	2022-01-01	16
Total of all active and inactive participants	2022-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	251
Number of participants with account balances	2022-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	149
Number of retired or separated participants receiving benefits	2021-01-01	13
Number of other retired or separated participants entitled to future benefits	2021-01-01	71
Total of all active and inactive participants	2021-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	234
Number of participants with account balances	2021-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	142
Number of retired or separated participants receiving benefits	2020-01-01	17
Number of other retired or separated participants entitled to future benefits	2020-01-01	63
Total of all active and inactive participants	2020-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	224
Number of participants with account balances	2020-01-01	224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	202
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	116
Number of retired or separated participants receiving benefits	2019-01-01	18
Number of other retired or separated participants entitled to future benefits	2019-01-01	63
Total of all active and inactive participants	2019-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	198
Number of participants with account balances	2019-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	100
Number of retired or separated participants receiving benefits	2018-01-01	18
Number of other retired or separated participants entitled to future benefits	2018-01-01	59
Total of all active and inactive participants	2018-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	177
Number of participants with account balances	2018-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	100
Number of retired or separated participants receiving benefits	2017-01-01	15
Number of other retired or separated participants entitled to future benefits	2017-01-01	51
Total of all active and inactive participants	2017-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	166
Number of participants with account balances	2017-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	95
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	52
Total of all active and inactive participants	2016-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	152
Number of participants with account balances	2016-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	95
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	36
Total of all active and inactive participants	2015-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	133
Number of participants with account balances	2015-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	86
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	31
Total of all active and inactive participants	2014-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	118
Number of participants with account balances	2014-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	77
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	103
Number of participants with account balances	2013-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	66
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	22
Total of all active and inactive participants	2012-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	89
Number of participants with account balances	2012-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	55
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	19
Total of all active and inactive participants	2011-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	75
Number of participants with account balances	2011-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	15
2010: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	65
Number of other retired or separated participants entitled to future benefits	2010-01-01	8
Total of all active and inactive participants	2010-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	73
Number of participants with account balances	2010-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	8
2009: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	68
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	73
Number of participants with account balances	2009-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-1,226,710
Total unrealized appreciation/depreciation of assets	2022-12-31	$-1,226,710
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$16,080
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$13,168
Total income from all sources (including contributions)	2022-12-31	$230,353
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,257,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,252,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,660,000
Value of total assets at end of year	2022-12-31	$29,026,747
Value of total assets at beginning of year	2022-12-31	$30,051,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$5,645
Total interest from all sources	2022-12-31	$260
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$27,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$27,486
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Total non interest bearing cash at end of year	2022-12-31	$833,888
Total non interest bearing cash at beginning of year	2022-12-31	$630,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,027,633
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$29,010,667
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$30,038,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$5,645
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$882,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,091,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-230,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$25,650,305
Assets. Invements in employer securities at beginning of year	2022-12-31	$26,877,015
Contributions received in cash from employer	2022-12-31	$1,660,000
Employer contributions (assets) at end of year	2022-12-31	$1,660,000
Employer contributions (assets) at beginning of year	2022-12-31	$1,452,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,252,341
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$16,080
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$13,168
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MAILLIE LLP
Accountancy firm EIN	2022-12-31	231518888
2021 : GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$2,403,145
Total unrealized appreciation/depreciation of assets	2021-12-31	$2,403,145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$13,168
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$500
Total income from all sources (including contributions)	2021-12-31	$3,994,440
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$912,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$906,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,452,642
Value of total assets at end of year	2021-12-31	$30,051,468
Value of total assets at beginning of year	2021-12-31	$26,956,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,534
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$62,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$62,187
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Total non interest bearing cash at end of year	2021-12-31	$630,416
Total non interest bearing cash at beginning of year	2021-12-31	$243,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,081,937
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$30,038,300
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$26,956,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$5,534
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,091,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$958,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$76,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$26,877,015
Assets. Invements in employer securities at beginning of year	2021-12-31	$24,473,870
Contributions received in cash from employer	2021-12-31	$1,452,642
Employer contributions (assets) at end of year	2021-12-31	$1,452,642
Employer contributions (assets) at beginning of year	2021-12-31	$1,281,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$906,969
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$13,168
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$500
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MAILLIE LLP
Accountancy firm EIN	2021-12-31	231518888
2020 : GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$4,103,153
Total unrealized appreciation/depreciation of assets	2020-12-31	$4,103,153
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$500
Total income from all sources (including contributions)	2020-12-31	$5,504,627
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$625,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$618,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,401,474
Value of total assets at end of year	2020-12-31	$26,956,863
Value of total assets at beginning of year	2020-12-31	$22,077,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$6,656
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Total non interest bearing cash at end of year	2020-12-31	$243,243
Total non interest bearing cash at beginning of year	2020-12-31	$934,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,879,392
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$26,956,363
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$22,076,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$6,656
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$958,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$24,473,870
Assets. Invements in employer securities at beginning of year	2020-12-31	$20,502,145
Contributions received in cash from employer	2020-12-31	$1,401,474
Employer contributions (assets) at end of year	2020-12-31	$1,281,474
Employer contributions (assets) at beginning of year	2020-12-31	$640,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$618,579
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$500
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$500
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MAILLIE LLP
Accountancy firm EIN	2020-12-31	231518888
2019 : GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$4,303,540
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$4,303,540
Total unrealized appreciation/depreciation of assets	2019-12-31	$4,303,540
Total unrealized appreciation/depreciation of assets	2019-12-31	$4,303,540
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$31,158
Total income from all sources (including contributions)	2019-12-31	$5,719,362
Total income from all sources (including contributions)	2019-12-31	$5,719,362
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$593,143
Total of all expenses incurred	2019-12-31	$593,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$593,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$593,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,415,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,415,822
Value of total assets at end of year	2019-12-31	$22,077,471
Value of total assets at end of year	2019-12-31	$22,077,471
Value of total assets at beginning of year	2019-12-31	$16,981,910
Value of total assets at beginning of year	2019-12-31	$16,981,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Total non interest bearing cash at end of year	2019-12-31	$934,504
Total non interest bearing cash at end of year	2019-12-31	$934,504
Total non interest bearing cash at beginning of year	2019-12-31	$58,305
Total non interest bearing cash at beginning of year	2019-12-31	$58,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,126,219
Value of net income/loss	2019-12-31	$5,126,219
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$22,076,971
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,950,752
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,950,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$20,502,145
Assets. Invements in employer securities at end of year	2019-12-31	$20,502,145
Assets. Invements in employer securities at beginning of year	2019-12-31	$16,198,605
Assets. Invements in employer securities at beginning of year	2019-12-31	$16,198,605
Contributions received in cash from employer	2019-12-31	$1,415,822
Contributions received in cash from employer	2019-12-31	$1,415,822
Employer contributions (assets) at end of year	2019-12-31	$640,822
Employer contributions (assets) at end of year	2019-12-31	$640,822
Employer contributions (assets) at beginning of year	2019-12-31	$725,000
Employer contributions (assets) at beginning of year	2019-12-31	$725,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$593,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$593,143
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$500
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$500
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$31,158
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$31,158
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	MAILLIE LLP
Accountancy firm name	2019-12-31	MAILLIE LLP
Accountancy firm EIN	2019-12-31	231518888
Accountancy firm EIN	2019-12-31	231518888
2018 : GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$1,126,160
Total unrealized appreciation/depreciation of assets	2018-12-31	$1,126,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$31,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$489,013
Total income from all sources (including contributions)	2018-12-31	$2,226,160
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$355,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$355,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,100,000
Value of total assets at end of year	2018-12-31	$16,981,910
Value of total assets at beginning of year	2018-12-31	$15,568,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Total non interest bearing cash at end of year	2018-12-31	$58,305
Total non interest bearing cash at beginning of year	2018-12-31	$496,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,871,099
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,950,752
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,079,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$16,198,605
Assets. Invements in employer securities at beginning of year	2018-12-31	$15,072,445
Contributions received in cash from employer	2018-12-31	$1,100,000
Employer contributions (assets) at end of year	2018-12-31	$725,000
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$355,061
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$31,158
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$489,013
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	MAILLIE LLP
Accountancy firm EIN	2018-12-31	231518888
2017 : GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$1,347,370
Total unrealized appreciation/depreciation of assets	2017-12-31	$1,347,370
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$489,013
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$182,880
Total income from all sources (including contributions)	2017-12-31	$2,120,250
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$586,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$586,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$772,880
Value of total assets at end of year	2017-12-31	$15,568,666
Value of total assets at beginning of year	2017-12-31	$13,728,682
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$227
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$392
Administrative expenses (other) incurred	2017-12-31	$227
Total non interest bearing cash at end of year	2017-12-31	$496,221
Total non interest bearing cash at beginning of year	2017-12-31	$3,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,533,851
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,079,653
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,545,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$15,072,445
Assets. Invements in employer securities at beginning of year	2017-12-31	$13,725,075
Contributions received in cash from employer	2017-12-31	$772,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$586,172
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$489,013
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$182,880
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	MAILLIE LLP
Accountancy firm EIN	2017-12-31	231518888
2016 : GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$2,425,266
Total unrealized appreciation/depreciation of assets	2016-12-31	$2,425,266
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$182,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$480,425
Total income from all sources (including contributions)	2016-12-31	$2,775,339
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$53,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$52,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$350,073
Value of total assets at end of year	2016-12-31	$13,728,682
Value of total assets at beginning of year	2016-12-31	$11,304,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$262
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$365
Administrative expenses (other) incurred	2016-12-31	$262
Total non interest bearing cash at end of year	2016-12-31	$3,215
Total non interest bearing cash at beginning of year	2016-12-31	$4,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,722,184
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,545,802
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,823,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$13,725,075
Assets. Invements in employer securities at beginning of year	2016-12-31	$11,299,809
Contributions received in cash from employer	2016-12-31	$350,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$52,893
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$182,880
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$480,060
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	MAILLIE LLP
Accountancy firm EIN	2016-12-31	231518888
2015 : GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$480,425
Total plan liabilities at beginning of year	2015-12-31	$800,327
Total income from all sources	2015-12-31	$365,854
Expenses. Total of all expenses incurred	2015-12-31	$45,814
Benefits paid (including direct rollovers)	2015-12-31	$45,814
Total plan assets at end of year	2015-12-31	$11,304,043
Total plan assets at beginning of year	2015-12-31	$11,303,905
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Other income received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$320,040
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$10,823,618
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$10,503,578
Assets. Value of employer securities	2015-12-31	$11,299,809
Total contributions received or receivable from employer(s)	2015-12-31	$365,854
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$800,327
Total plan liabilities at beginning of year	2014-12-31	$1,241,078
Total income from all sources	2014-12-31	$2,656,214
Expenses. Total of all expenses incurred	2014-12-31	$15,741
Benefits paid (including direct rollovers)	2014-12-31	$15,741
Total plan assets at end of year	2014-12-31	$11,303,905
Total plan assets at beginning of year	2014-12-31	$9,104,183
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Contributions received from other sources (not participants or employers)	2014-12-31	$2,878
Other income received	2014-12-31	$2,200,034
Net income (gross income less expenses)	2014-12-31	$2,640,473
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$10,503,578
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,863,105
Assets. Value of employer securities	2014-12-31	$11,299,809
Total contributions received or receivable from employer(s)	2014-12-31	$453,302
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$1,241,078
Total plan liabilities at beginning of year	2013-12-31	$1,699,785
Total income from all sources	2013-12-31	$1,375,325
Expenses. Total of all expenses incurred	2013-12-31	$16,731
Benefits paid (including direct rollovers)	2013-12-31	$16,731
Total plan assets at end of year	2013-12-31	$9,104,183
Total plan assets at beginning of year	2013-12-31	$8,204,296
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Other income received	2013-12-31	$898,918
Net income (gross income less expenses)	2013-12-31	$1,358,594
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,863,105
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,504,511
Assets. Value of employer securities	2013-12-31	$9,099,775
Total contributions received or receivable from employer(s)	2013-12-31	$476,407
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$1,699,785
Total plan liabilities at beginning of year	2012-12-31	$2,157,014
Total income from all sources	2012-12-31	$1,672,720
Expenses. Total of all expenses incurred	2012-12-31	$12,496
Benefits paid (including direct rollovers)	2012-12-31	$12,496
Total plan assets at end of year	2012-12-31	$8,204,296
Total plan assets at beginning of year	2012-12-31	$7,001,301
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$1,200,547
Net income (gross income less expenses)	2012-12-31	$1,660,224
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,504,511
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,844,287
Assets. Value of employer securities	2012-12-31	$8,200,858
Total contributions received or receivable from employer(s)	2012-12-31	$472,173
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$2,157,014
Total plan liabilities at beginning of year	2011-12-31	$2,616,690
Total income from all sources	2011-12-31	$2,778,915
Expenses. Total of all expenses incurred	2011-12-31	$17,645
Benefits paid (including direct rollovers)	2011-12-31	$17,645
Total plan assets at end of year	2011-12-31	$7,001,301
Total plan assets at beginning of year	2011-12-31	$4,699,707
Value of fidelity bond covering the plan	2011-12-31	$3,000,000
Other income received	2011-12-31	$2,300,545
Net income (gross income less expenses)	2011-12-31	$2,761,270
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,844,287
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,083,017
Assets. Value of employer securities	2011-12-31	$7,000,291
Total contributions received or receivable from employer(s)	2011-12-31	$478,370
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$2,616,690
Total plan liabilities at beginning of year	2010-12-31	$1,567,171
Total income from all sources	2010-12-31	$809,087
Expenses. Total of all expenses incurred	2010-12-31	$5,080
Benefits paid (including direct rollovers)	2010-12-31	$5,080
Total plan assets at end of year	2010-12-31	$4,699,707
Total plan assets at beginning of year	2010-12-31	$2,846,181
Value of fidelity bond covering the plan	2010-12-31	$3,000,000
Other income received	2010-12-31	$442,110
Net income (gross income less expenses)	2010-12-31	$804,007
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,083,017
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,279,010
Assets. Value of employer securities	2010-12-31	$4,699,707
Total contributions received or receivable from employer(s)	2010-12-31	$366,977
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GLOBAL TAX MANAGEMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GLOBAL TAX MANAGEMENT, INC.
Employer identification number (EIN):	232817942
NAIC Classification:	541219
NAIC Description:	Other Accounting Services