2023 Form 5500 filing — Catholic Charities Of Santa Clara County 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 20250123104211NAL0010177184001) for Catholic Charities Of Santa Clara County 401(K) Plan, reported by Catholic Charities Of Santa Clara County under EIN 94-2762269 and plan number 003. It reports 885 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250123104211NAL0010177184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catholic Charities Of Santa Clara County
- EIN
- 94-2762269
- Plan number
- 003
- Location
- San Jose, CA
- Participants
- 885
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,085,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,085,448
- Employer contributions
- $925,312
- Participant contributions
- $2,097,698
- Total income / additions
- $7,597,271
- Benefits paid
- $1,941,118
- Administrative expenses
- $234,579
- Total expenses
- $2,175,697
- Net increase / (decrease)
- $5,421,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz | INVESTMENT ADVISOR | $176,119 | not reported in the loaded dataset |
| Abbott, Stringham & Lynch | ACCOUNTANT/AUDITOR | $29,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $28,960 | $0 |