Sia Global Growth — Form 5500 plan (Alta Trust Company)
Plain-English plan 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, Sia Global Growth is a benefit plan reported by Alta Trust Company under EIN 83-1466030 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $209,848,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alta Trust Company
- EIN
- 83-1466030
- Plan number
- 001
- Plan type
- 4
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $209,848,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241203105917NAL0002652321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $209,848,388
- Total liabilities (EOY)
- $118,354
- Net assets (EOY)
- $209,730,034
- Net assets (BOY)
- $120,283,552
Income & contributions
- Total income / additions
- $34,344,989
Expenses & distributions
- Administrative expenses
- $341,795
- Total expenses
- $341,795
- Net increase / (decrease)
- $34,003,194
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.