2023 Form 5500 filing — Catholic Charities Maine 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 20241009140916NAL0010704451001) for Catholic Charities Maine 401(K) Retirement Plan, reported by Catholic Charities Maine under EIN 01-0280225 and plan number 003. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009140916NAL0010704451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catholic Charities Maine
- EIN
- 01-0280225
- Plan number
- 003
- Location
- Portland, ME
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,992,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,992,371
- Employer contributions
- $116,702
- Participant contributions
- $428,204
- Total income / additions
- $2,095,616
- Benefits paid
- $842,661
- Administrative expenses
- $22,282
- Total expenses
- $871,342
- Net increase / (decrease)
- $1,224,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Caron Bletzer | SERVICE PROVIDER | $10,175 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | THIRD PARTY ADMINISTRATO | $0 | $5,089 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |