2023 Form 5500 filing — Catalyst Family 401(K) 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 20241010093933NAL0009865139001) for Catalyst Family 401(K) Plan, reported by Catalyst Family Inc. under EIN 94-2376637 and plan number 001. It reports 1,262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010093933NAL0009865139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catalyst Family Inc.
- EIN
- 94-2376637
- Plan number
- 001
- Location
- Morgan Hill, CA
- Participants
- 1,262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,351,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,351,323
- Participant contributions
- $1,753,924
- Total income / additions
- $4,444,262
- Benefits paid
- $2,280,670
- Administrative expenses
- $96,951
- Total expenses
- $2,406,099
- Net increase / (decrease)
- $2,038,163
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $96,951 | $0 |