2023 Form 5500 filing — Salpointe Catholic High School Cash Or Deferred Profit Sharing
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 20241015062636NAL0028878193001) for Salpointe Catholic High School Cash Or Deferred Profit Sharing, reported by Salpointe Catholic High School under EIN 86-0705131 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015062636NAL0028878193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Salpointe Catholic High School
- EIN
- 86-0705131
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,664,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,664,253
- Employer contributions
- $457,789
- Participant contributions
- $672,448
- Total income / additions
- $3,496,106
- Benefits paid
- $453,887
- Administrative expenses
- $57,426
- Total expenses
- $511,638
- Net increase / (decrease)
- $2,984,468
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellspring Financial Partners, LLC | INVESTMENT/FINANCIAL ADVI | $36,283 | $0 |
| Adp, Inc. | RECORD KEEPER | $21,143 | $0 |