Catholic Charities Maine 401(K) Retirement Plan — Form 5500 plan (Catholic Charities Maine)
Plain-English plan 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, Catholic Charities Maine 401(K) Retirement Plan is a benefit plan reported by Catholic Charities Maine under EIN 01-0280225 and plan number 003. The latest loaded filing year is 2023. The filing reports 353 participants and $10,992,371 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catholic Charities Maine
- EIN
- 01-0280225
- Plan number
- 003
- Plan type
- 2
- Location
- Portland, ME
- Latest filing year
- 2023
- Participants
- 353
- End-of-year plan assets
- $10,992,371
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20241009140916NAL0010704451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,992,371
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,992,371
- Net assets (BOY)
- $9,768,097
Income & contributions
- Employer contributions
- $116,702
- Participant contributions
- $428,204
- Total contributions
- $544,906
- Total income / additions
- $2,095,616
Expenses & distributions
- Benefits paid
- $842,661
- Administrative expenses
- $22,282
- Total expenses
- $871,342
- Net increase / (decrease)
- $1,224,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Caron Bletzer | SERVICE PROVIDER | $10,175 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | THIRD PARTY ADMINISTRATO | $0 | $5,089 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |