2023 Form 5500 filing — The German Marshall Fund Of The United States 401(K) Retirement Plan

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 20240815080303NAL0012886177001) for The German Marshall Fund Of The United States 401(K) Retirement Plan, reported by The German Marshall Fund Of The United States under EIN 52-0954751 and plan number 002. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.5MReported net assets$12,468,852
Participants132
Provider compensation$30.5K2 Schedule C row(s)$30,511
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240815080303NAL0012886177001
Plan sponsor
The German Marshall Fund Of The United States
EIN
52-0954751
Plan number
002
Location
Washington, DC
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)$12.5M total assets
Net assets$12.5MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$497.3K
Benefits paid / distributions$471.7K
Contributions
Employer$581.4K
Participant$835.8K
Full reported line items
Total assets (EOY)
$12,468,852
Total liabilities (EOY)
$0
Net assets (EOY)
$12,468,852
Employer contributions
$581,374
Participant contributions
$835,779
Total income / additions
$3,342,060
Benefits paid
$471,713
Administrative expenses
$25,629
Total expenses
$497,342
Net increase / (decrease)
$2,844,718
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $22.3K · Indirect $0
  2. 2
    CONTRACT ADMINISTRATOR · Direct $3.3K · Indirect $4.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240815080303NAL0012886177001 cover?
It is the 2023 Form 5500 filing for The German Marshall Fund Of The United States 401(K) Retirement Plan, reported by The German Marshall Fund Of The United States (EIN 52-0954751).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages