Global Alpha International Small Cap Fund Lp — Form 5500 plan (Global Alpha Capital Management Ltd.)

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 Alpha International Small Cap Fund Lp is a benefit plan reported by Global Alpha Capital Management Ltd. under EIN 30-0958532 and plan number 001. The latest loaded filing year is 2023. The filing reports 0 participants and $1,607,994,551 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Global Alpha Capital Management Ltd.
EIN
30-0958532
Plan number
001
Plan type
4
Location
not reported in the loaded dataset
Latest filing year
2023
Participants
0
End-of-year plan assets
$1,607,994,551

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20230H, C20241017165145NAL0018616755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,607,994,551
Total liabilities (EOY)
$12,691,686
Net assets (EOY)
$1,595,302,865
Net assets (BOY)
$1,353,558,719

Income & contributions

Total contributions
$0
Total income / additions
$90,086,606

Expenses & distributions

Benefits paid
$0
Administrative expenses
$13,853,406
Total expenses
$13,853,406
Net increase / (decrease)
$76,233,200

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Alpha Capital Management LtdNONE$12,032,936$02023
Umb Fund ServicesNONE$1,170,829$02023
Kpmg LlpNONE$67,662$02023
Katten Muchin Roseman LlpNONE$15,165$02023

Related Form 5500 pages