2023 Form 5500 filing — Intel Target Date 2020 Fund

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617113518NAL0000921683004) for Intel Target Date 2020 Fund, reported by Global Trust Company under EIN 37-6650368 and plan number 017. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$423.8MReported net assets$423,828,159
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240617113518NAL0000921683004
Plan sponsor
Global Trust Company
EIN
37-6650368
Plan number
017
Location
Woburn, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$424M total assets
Net assets$423.8MLiabilities$191.2K
Money in vs. money out
Total income / additions$37.8M
Total expenses$194.2K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$424,019,385
Total liabilities (EOY)
$191,226
Net assets (EOY)
$423,828,159
Total income / additions
$37,782,546
Administrative expenses
$194,225
Total expenses
$194,225
Net increase / (decrease)
$37,588,321

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240617113518NAL0000921683004 cover?
It is the 2023 Form 5500 filing for Intel Target Date 2020 Fund, reported by Global Trust Company (EIN 37-6650368).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages