GLOBAL FEDERATED INVESTMENTS INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: GFII 401K 2022 401k membership |
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Total participants, beginning-of-year | 2022-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 0 |
Total of all active and inactive participants | 2022-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
Total participants | 2022-07-01 | 1 |
Number of participants with account balances | 2022-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
2021: GFII 401K 2021 401k membership |
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Total participants, beginning-of-year | 2021-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
Total of all active and inactive participants | 2021-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 1 |
Number of participants with account balances | 2021-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
2020: GFII 401K 2020 401k membership |
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Total participants, beginning-of-year | 2020-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 0 |
Total of all active and inactive participants | 2020-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
Total participants | 2020-07-01 | 1 |
Number of participants with account balances | 2020-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
2019: GFII 401K 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
Total of all active and inactive participants | 2019-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 1 |
Number of participants with account balances | 2019-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
2018: GFII 401K 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 0 |
Total of all active and inactive participants | 2018-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 1 |
Number of participants with account balances | 2018-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
2017: GFII 401K 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
Total of all active and inactive participants | 2017-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 1 |
Number of participants with account balances | 2017-07-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
2016: GFII 401K 2016 401k membership |
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Total participants, beginning-of-year | 2016-09-26 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-26 | 1 |
Number of retired or separated participants receiving benefits | 2016-09-26 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-09-26 | 0 |
Total of all active and inactive participants | 2016-09-26 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-09-26 | 0 |
Total participants | 2016-09-26 | 1 |
Number of participants with account balances | 2016-09-26 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-09-26 | 0 |
Measure | Date | Value |
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2023 : GFII 401K 2023 401k financial data |
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Transfers to/from the plan | 2023-06-30 | $0 |
Total plan liabilities at end of year | 2023-06-30 | $0 |
Total plan liabilities at beginning of year | 2023-06-30 | $0 |
Total income from all sources | 2023-06-30 | $774,383 |
Expenses. Total of all expenses incurred | 2023-06-30 | $0 |
Benefits paid (including direct rollovers) | 2023-06-30 | $0 |
Total plan assets at end of year | 2023-06-30 | $1,779,798 |
Total plan assets at beginning of year | 2023-06-30 | $1,005,415 |
Total contributions received or receivable from participants | 2023-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2023-06-30 | $0 |
Other income received | 2023-06-30 | $774,383 |
Noncash contributions received | 2023-06-30 | $0 |
Net income (gross income less expenses) | 2023-06-30 | $774,383 |
Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $1,779,798 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $1,005,415 |
Assets. Value of employer securities | 2023-06-30 | $1,779,010 |
Total contributions received or receivable from employer(s) | 2023-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2023-06-30 | $0 |
Value of corrective distributions | 2023-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $0 |
2022 : GFII 401K 2022 401k financial data |
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Transfers to/from the plan | 2022-06-30 | $0 |
Total plan liabilities at end of year | 2022-06-30 | $0 |
Total plan liabilities at beginning of year | 2022-06-30 | $0 |
Total income from all sources | 2022-06-30 | $308,416 |
Expenses. Total of all expenses incurred | 2022-06-30 | $0 |
Benefits paid (including direct rollovers) | 2022-06-30 | $0 |
Total plan assets at end of year | 2022-06-30 | $1,005,415 |
Total plan assets at beginning of year | 2022-06-30 | $696,999 |
Total contributions received or receivable from participants | 2022-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2022-06-30 | $0 |
Other income received | 2022-06-30 | $308,416 |
Noncash contributions received | 2022-06-30 | $0 |
Net income (gross income less expenses) | 2022-06-30 | $308,416 |
Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $1,005,415 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $696,999 |
Assets. Value of employer securities | 2022-06-30 | $1,004,653 |
Total contributions received or receivable from employer(s) | 2022-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2022-06-30 | $0 |
Value of corrective distributions | 2022-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $0 |
2021 : GFII 401K 2021 401k financial data |
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Transfers to/from the plan | 2021-06-30 | $0 |
Total plan liabilities at end of year | 2021-06-30 | $0 |
Total plan liabilities at beginning of year | 2021-06-30 | $0 |
Total income from all sources | 2021-06-30 | $52,872 |
Expenses. Total of all expenses incurred | 2021-06-30 | $0 |
Benefits paid (including direct rollovers) | 2021-06-30 | $0 |
Total plan assets at end of year | 2021-06-30 | $696,999 |
Total plan assets at beginning of year | 2021-06-30 | $644,127 |
Total contributions received or receivable from participants | 2021-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2021-06-30 | $0 |
Other income received | 2021-06-30 | $52,872 |
Noncash contributions received | 2021-06-30 | $0 |
Net income (gross income less expenses) | 2021-06-30 | $52,872 |
Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $696,999 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $644,127 |
Assets. Value of employer securities | 2021-06-30 | $696,238 |
Total contributions received or receivable from employer(s) | 2021-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2021-06-30 | $0 |
Value of corrective distributions | 2021-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $0 |
2020 : GFII 401K 2020 401k financial data |
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Total plan liabilities at end of year | 2020-06-30 | $0 |
Total plan liabilities at beginning of year | 2020-06-30 | $0 |
Total income from all sources | 2020-06-30 | $33,374 |
Expenses. Total of all expenses incurred | 2020-06-30 | $0 |
Benefits paid (including direct rollovers) | 2020-06-30 | $0 |
Total plan assets at end of year | 2020-06-30 | $644,127 |
Total plan assets at beginning of year | 2020-06-30 | $610,753 |
Total contributions received or receivable from participants | 2020-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
Other income received | 2020-06-30 | $33,374 |
Noncash contributions received | 2020-06-30 | $0 |
Net income (gross income less expenses) | 2020-06-30 | $33,374 |
Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $644,127 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $610,753 |
Assets. Value of employer securities | 2020-06-30 | $643,366 |
Total contributions received or receivable from employer(s) | 2020-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2020-06-30 | $0 |
Value of corrective distributions | 2020-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $0 |
2019 : GFII 401K 2019 401k financial data |
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Transfers to/from the plan | 2019-06-30 | $0 |
Total plan liabilities at end of year | 2019-06-30 | $0 |
Total plan liabilities at beginning of year | 2019-06-30 | $0 |
Total income from all sources | 2019-06-30 | $-14,540 |
Expenses. Total of all expenses incurred | 2019-06-30 | $0 |
Benefits paid (including direct rollovers) | 2019-06-30 | $0 |
Total plan assets at end of year | 2019-06-30 | $610,753 |
Total plan assets at beginning of year | 2019-06-30 | $625,293 |
Total contributions received or receivable from participants | 2019-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
Other income received | 2019-06-30 | $-14,540 |
Noncash contributions received | 2019-06-30 | $0 |
Net income (gross income less expenses) | 2019-06-30 | $-14,540 |
Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $610,753 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $625,293 |
Assets. Value of employer securities | 2019-06-30 | $610,000 |
Total contributions received or receivable from employer(s) | 2019-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2019-06-30 | $0 |
Value of corrective distributions | 2019-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $0 |
2018 : GFII 401K 2018 401k financial data |
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Transfers to/from the plan | 2018-06-30 | $0 |
Total plan liabilities at end of year | 2018-06-30 | $0 |
Total plan liabilities at beginning of year | 2018-06-30 | $0 |
Total income from all sources | 2018-06-30 | $212,086 |
Expenses. Total of all expenses incurred | 2018-06-30 | $0 |
Benefits paid (including direct rollovers) | 2018-06-30 | $0 |
Total plan assets at end of year | 2018-06-30 | $625,293 |
Total plan assets at beginning of year | 2018-06-30 | $413,207 |
Total contributions received or receivable from participants | 2018-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2018-06-30 | $0 |
Other income received | 2018-06-30 | $212,086 |
Noncash contributions received | 2018-06-30 | $0 |
Net income (gross income less expenses) | 2018-06-30 | $212,086 |
Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $625,293 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $413,207 |
Assets. Value of employer securities | 2018-06-30 | $624,554 |
Total contributions received or receivable from employer(s) | 2018-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2018-06-30 | $0 |
Value of corrective distributions | 2018-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $0 |
2017 : GFII 401K 2017 401k financial data |
---|
Transfers to/from the plan | 2017-06-30 | $0 |
Total plan liabilities at end of year | 2017-06-30 | $0 |
Total plan liabilities at beginning of year | 2017-06-30 | $0 |
Total income from all sources | 2017-06-30 | $413,207 |
Expenses. Total of all expenses incurred | 2017-06-30 | $0 |
Benefits paid (including direct rollovers) | 2017-06-30 | $0 |
Total plan assets at end of year | 2017-06-30 | $413,207 |
Total plan assets at beginning of year | 2017-06-30 | $0 |
Total contributions received or receivable from participants | 2017-06-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
Contributions received from other sources (not participants or employers) | 2017-06-30 | $375,726 |
Other income received | 2017-06-30 | $37,481 |
Noncash contributions received | 2017-06-30 | $0 |
Net income (gross income less expenses) | 2017-06-30 | $413,207 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $413,207 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $0 |
Assets. Value of employer securities | 2017-06-30 | $412,475 |
Total contributions received or receivable from employer(s) | 2017-06-30 | $0 |
Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
Value of corrective distributions | 2017-06-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $0 |
2022: GFII 401K 2022 form 5500 responses |
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2022-07-01 | Type of plan entity | Single employer plan |
2022-07-01 | Submission has been amended | No |
2022-07-01 | This submission is the final filing | No |
2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-07-01 | Plan is a collectively bargained plan | No |
2022-07-01 | Plan funding arrangement – Trust | Yes |
2022-07-01 | Plan benefit arrangement - Trust | Yes |
2021: GFII 401K 2021 form 5500 responses |
---|
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: GFII 401K 2020 form 5500 responses |
---|
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | No |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: GFII 401K 2019 form 5500 responses |
---|
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: GFII 401K 2018 form 5500 responses |
---|
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: GFII 401K 2017 form 5500 responses |
---|
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: GFII 401K 2016 form 5500 responses |
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2016-09-26 | Type of plan entity | Single employer plan |
2016-09-26 | First time form 5500 has been submitted | Yes |
2016-09-26 | Submission has been amended | No |
2016-09-26 | This submission is the final filing | No |
2016-09-26 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-09-26 | Plan is a collectively bargained plan | No |
2016-09-26 | Plan funding arrangement – Trust | Yes |
2016-09-26 | Plan benefit arrangement - Trust | Yes |