Alta Trust Company
Plan context: Jaforlines Global Tactical Allocation Fund
EIN 45-5415562 • Sioux Falls, SD • 10 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
0
2023 Assets
$1,702,084
2023 Contributions
$0
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
No historical points available.
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Jaforlines Global Tactical Allocation Fund | - | - | - | - | - |
| 2022 | 1 | 0 | $1,702,084 | $0 | - |
| Jaforlines Global Tactical Allocation Fund | - | - | $1,702,084 | - | - |
| 2021 | 1 | 0 | $2,034,815 | $0 | - |
| Jaforlines Global Tactical Allocation Fund | - | - | $2,034,815 | - | - |
| 2020 | 1 | 0 | $1,857,009 | $0 | - |
| Jaforlines Global Tactical Allocation Fund | - | - | $1,857,009 | - | - |
| 2019 | 1 | 0 | $1,833,988 | $0 | - |
| Jaforlines Global Tactical Allocation Fund | - | - | $1,833,988 | - | - |
| 2018 | 1 | 0 | $1,523,490 | $0 | - |
| Jaforlines Global Tactical Allocation Fund | - | - | $1,523,490 | - | - |
| 2017 | 1 | 0 | $3,105,643 | $0 | - |
| Jaforlines Global Tactical Allocation Fund | - | - | $3,105,643 | - | - |
| 2016 | 1 | 0 | $2,494,990 | $0 | - |
| Jaforlines Global Tactical Allocation Fund | - | - | $2,494,990 | - | - |
| 2015 | 1 | 0 | $2,155,811 | $0 | - |
| Jaforlines Global Tactical Allocation Fund | - | - | $2,155,811 | - | - |
| 2014 | 1 | 0 | $2,143,229 | $0 | - |
| Jaforlines Global Tactical Allocation Fund | - | - | $2,143,229 | - | - |