2023 Form 5500 filing — Catholic Health Group 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 20241010121405NAL0011446819002) for Catholic Health Group 401(K) Plan, reported by Catholic Facilities Operatiing LLC Dba Catholic Health Facilities under EIN 81-0772438 and plan number 001. It reports 927 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010121405NAL0011446819002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catholic Facilities Operatiing LLC Dba Catholic Health Facilities
- EIN
- 81-0772438
- Plan number
- 001
- Location
- Lansdale, PA
- Participants
- 927
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,142,156
- Net assets (EOY)
- $4,142,156
- Employer contributions
- $131,705
- Participant contributions
- $389,778
- Total income / additions
- $963,395
- Benefits paid
- $207,928
- Administrative expenses
- $34,126
- Total expenses
- $273,234
- Net increase / (decrease)
- $690,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Muntz Financial | SERVICE PROVIDER | $0 | $9,058 |