2023 Form 5500 filing — Catholic Financial Life 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 20241015150512NAL0030095137002) for Catholic Financial Life 401(K) Plan, reported by Catholic Financial Life under EIN 39-0201015 and plan number 003. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150512NAL0030095137002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catholic Financial Life
- EIN
- 39-0201015
- Plan number
- 003
- Location
- Milwaukee, WI
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,229,805
- Net assets (EOY)
- $27,229,805
- Employer contributions
- $517,415
- Participant contributions
- $897,662
- Total income / additions
- $5,562,515
- Benefits paid
- $2,233,123
- Administrative expenses
- $58,231
- Total expenses
- $2,291,354
- Net increase / (decrease)
- $3,271,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $58,231 | $0 |