2023 Form 5500 filing — The Cathay General Bancorp 401(K) Profit Sharing 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 20240808163546NAL0002840915001) for The Cathay General Bancorp 401(K) Profit Sharing Plan, reported by Cathay General Bancorp under EIN 95-4274680 and plan number 003. It reports 1,700 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808163546NAL0002840915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cathay General Bancorp
- EIN
- 95-4274680
- Plan number
- 003
- Location
- El Monte, CA
- Participants
- 1,700
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $228,920,403
- Net assets (EOY)
- $228,920,403
- Employer contributions
- $4,416,651
- Participant contributions
- $10,432,896
- Total income / additions
- $51,971,807
- Benefits paid
- $14,840,327
- Administrative expenses
- $168,937
- Total expenses
- $15,014,214
- Net increase / (decrease)
- $36,957,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Financial Service | NONE | $147,226 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $21,286 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |