Catholic Charities Diocese Of Fort Worth Incorporated — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Catholic Charities Diocese Of Fort Worth Incorporated (EIN 75-0808769) is a plan sponsor located in Ft Worth, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-0808769
Location
Ft Worth, TX
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,595,821
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,595,821

Contributions & income

Employer contributions
$662,825
Participant contributions
$979,018
Total income / additions
$3,328,502

Expenses & distributions

Benefits paid / distributions
$1,238,303
Total expenses
$1,293,084
Net increase / (decrease)
$2,035,418

Coverage

Total reported participants
680
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Catholic Charities Diocese Of Fort Worth Incorporated plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Catholic Charities Fort Worth 403b Plan003401$11,595,8212023
Catholic Charities Fort Worth Wrap Plan503279not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Catholic Charities Diocese Of Fort Worth Incorporated
YearPlanParticipantsSchedulesFiling
2023Catholic Charities Fort Worth Wrap Plan27920240710195310NAL0008965331001
2023Catholic Charities Fort Worth 403b Plan401H, C20241015124514NAL0029671169001

Related Form 5500 pages