2023 Form 5500 filing — Catholic Charities Fort Worth 403b 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 20241015124514NAL0029671169001) for Catholic Charities Fort Worth 403b Plan, reported by Catholic Charities Diocese Of Fort Worth Incorporated under EIN 75-0808769 and plan number 003. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124514NAL0029671169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catholic Charities Diocese Of Fort Worth Incorporated
- EIN
- 75-0808769
- Plan number
- 003
- Location
- Ft Worth, TX
- Participants
- 401
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,595,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,595,821
- Employer contributions
- $662,825
- Participant contributions
- $979,018
- Total income / additions
- $3,328,502
- Benefits paid
- $1,238,303
- Administrative expenses
- $54,781
- Total expenses
- $1,293,084
- Net increase / (decrease)
- $2,035,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $2,545 | $50,653 |
| Prime Capital Invmt Adv | NONE | $52,236 | not reported in the loaded dataset |