Global Financial Data INC 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Global Financial Data INC
  • Sponsor EIN: 954871423
  • Sponsor Address: 29122 RANCHO VIEJO RD STE 214, SAN JUAN CAPISTRANO, CA, 926751040
  • Plan Type: 401(k)
  • Total Participants: 0
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$44,754$0
20230$2.7M$37,528$97,255
202213$2.5M$49,748$72,225

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