Global Financial Data Inc 401 (K) Profit Sharing Plan & Trust — Form 5500 plan (Global Financial Data Inc)
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 Financial Data Inc 401 (K) Profit Sharing Plan & Trust is a benefit plan reported by Global Financial Data Inc under EIN 95-4871423 and plan number 001. The latest loaded filing year is 2023. The filing reports 26 participants and $2,725,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Global Financial Data Inc
- EIN
- 95-4871423
- Plan number
- 001
- Plan type
- 2
- Location
- San Juan Capistrano, CA
- Latest filing year
- 2023
- Participants
- 26
- End-of-year plan assets
- $2,725,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26 | I | 20250212135845NAL0010920371001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,725,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,725,509
- Net assets (BOY)
- $2,524,032
Income & contributions
- Employer contributions
- $37,528
- Participant contributions
- $97,255
- Total income / additions
- $671,782
Expenses & distributions
- Benefits paid
- $468,145
- Administrative expenses
- $2,160
- Total expenses
- $470,305
- Net increase / (decrease)
- $201,477
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.