2023 Form 5500 filing — Catholic Charities Of The Diocese Of St. Cloud 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240719111427NAL0007079633001) for Catholic Charities Of The Diocese Of St. Cloud 401(K) Retirement Plan, reported by Catholic Charities Of The Diocese Of St. Cloud under EIN 41-0737799 and plan number 002. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240719111427NAL0007079633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catholic Charities Of The Diocese Of St. Cloud
- EIN
- 41-0737799
- Plan number
- 002
- Location
- St. Cloud, MN
- Participants
- 403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,772,453
- Total liabilities (EOY)
- $26,323
- Net assets (EOY)
- $19,746,130
- Employer contributions
- $179,525
- Participant contributions
- $625,763
- Total income / additions
- $4,439,425
- Benefits paid
- $1,481,559
- Administrative expenses
- $129,614
- Total expenses
- $1,616,559
- Net increase / (decrease)
- $2,822,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Accredited Investor Services, LLC | ADVISOR | $83,875 | not reported in the loaded dataset |
| Alerus Financial, N.A. | NONE | $37,917 | $0 |
| Cliftonlarsonallen | AUDITOR | $8,321 | not reported in the loaded dataset |