2023 Form 5500 filing — Mondrian Global Fixed Income Fund, L.P.

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 20241004132332NAL0005727635001) for Mondrian Global Fixed Income Fund, L.P., reported by Mondrian Investment Group Us, Inc. under EIN 20-1575090 and plan number 004. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$15.6MReported net assets$15,637,919
ParticipantsNot reported
Provider compensation$8.8K1 Schedule C row(s)$8,786
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004132332NAL0005727635001
Plan sponsor
Mondrian Investment Group Us, Inc.
EIN
20-1575090
Plan number
004
Location
Wilmington, DE
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)$15.9M total assets
Net assets$15.6MLiabilities$292.8K
Money in vs. money out
Total income / additions$581K
Total expenses$14.2K
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$15,930,711
Total liabilities (EOY)
$292,792
Net assets (EOY)
$15,637,919
Total income / additions
$580,996
Benefits paid
$0
Administrative expenses
$14,244
Total expenses
$14,244
Net increase / (decrease)
$566,752
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $8.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004132332NAL0005727635001 cover?
It is the 2023 Form 5500 filing for Mondrian Global Fixed Income Fund, L.P., reported by Mondrian Investment Group Us, Inc. (EIN 20-1575090).
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