Global 401(K) Retirement Plan — Form 5500 plan (Global Federal Credit Union)

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, Global 401(K) Retirement Plan is a benefit plan reported by Global Federal Credit Union under EIN 92-0019874 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,635 participants and $130,662,081 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$130.7MPlan net assets, end of year$130,662,081
Participants2.6KCovered participants reported2,635
Assets / participant$49.6KComputed: assets ÷ participants$49,587 (computed)
Provider compensation$286.9K2 Schedule C provider row(s)$286,933
Plan sponsor
Global Federal Credit Union
EIN
92-0019874
Plan number
004
Plan type
2
Location
Anchorage, AK
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2,635 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$130.7M total assets
Net assets$130.7MLiabilities$0
Money in vs. money out
Total income / additions$34.4M
Total expenses$17.7M
Benefits paid / distributions$17.4M
Contributions
Employer$6M
Participant$9M
Full reported line items

Net assets

Total assets (EOY)
$130,662,081
Total liabilities (EOY)
$0
Net assets (EOY)
$130,662,081
Net assets (BOY)
$114,002,244

Income & contributions

Employer contributions
$5,959,609
Participant contributions
$9,044,747
Total contributions
$16,806,024
Total income / additions
$34,372,497

Expenses & distributions

Benefits paid
$17,425,727
Administrative expenses
$286,933
Total expenses
$17,712,660
Net increase / (decrease)
$16,659,837
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $186.4K · Indirect $0
  2. 2
    NONE · Direct $100.5K

Related Form 5500 pages