2023 Form 5500 filing — Cathedral Corporation Retirement Savings 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 20241014142647NAL0015101923001) for Cathedral Corporation Retirement Savings Plan, reported by Cathedral Corporation under EIN 14-0576820 and plan number 005. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142647NAL0015101923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cathedral Corporation
- EIN
- 14-0576820
- Plan number
- 005
- Location
- Rome, NY
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,884,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,884,157
- Employer contributions
- $347,966
- Participant contributions
- $1,084,921
- Total income / additions
- $5,132,876
- Benefits paid
- $2,398,530
- Administrative expenses
- $112,734
- Total expenses
- $2,511,264
- Net increase / (decrease)
- $2,621,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adirondack Financial Services Corp | ADVISOR | $109,465 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,269 | $0 |