2023 Form 5500 filing — Global Financial Data Inc 401 (K) Profit Sharing Plan & Trust
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 20250212135845NAL0010920371001) for Global Financial Data Inc 401 (K) Profit Sharing Plan & Trust, reported by Global Financial Data Inc under EIN 95-4871423 and plan number 001. It reports 26 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250212135845NAL0010920371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Global Financial Data Inc
- EIN
- 95-4871423
- Plan number
- 001
- Location
- San Juan Capistrano, CA
- Participants
- 26
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,725,509
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,725,509
- Employer contributions
- $37,528
- Participant contributions
- $97,255
- Total income / additions
- $671,782
- Benefits paid
- $468,145
- Administrative expenses
- $2,160
- Total expenses
- $470,305
- Net increase / (decrease)
- $201,477
- Schedule source
- Schedule I