2023 Form 5500 filing — Catalyst Corporate Federal Credit Union 401(K)/ Profit Sharing Plan And Trust
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 20240819101103NAL0002980946001) for Catalyst Corporate Federal Credit Union 401(K)/ Profit Sharing Plan And Trust, reported by Catalyst Corporate Federal Credit Union under EIN 58-0501985 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819101103NAL0002980946001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catalyst Corporate Federal Credit Union
- EIN
- 58-0501985
- Plan number
- 001
- Location
- Plano, TX
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,307,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,307,029
- Employer contributions
- $2,016,454
- Participant contributions
- $2,132,508
- Total income / additions
- $13,904,152
- Benefits paid
- $2,440,232
- Administrative expenses
- $15,328
- Total expenses
- $2,455,560
- Net increase / (decrease)
- $11,448,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Doeren Mayhew & Co., P.C. | AUDITOR | $14,000 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $1,328 | $0 |