Cathedral Corporation Retirement Savings Plan — Form 5500 plan (Cathedral Corporation)
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, Cathedral Corporation Retirement Savings Plan is a benefit plan reported by Cathedral Corporation under EIN 14-0576820 and plan number 005. The latest loaded filing year is 2023. The filing reports 257 participants and $23,884,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cathedral Corporation
- EIN
- 14-0576820
- Plan number
- 005
- Plan type
- 2
- Location
- Rome, NY
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $23,884,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20241014142647NAL0015101923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,884,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,884,157
- Net assets (BOY)
- $21,262,545
Income & contributions
- Employer contributions
- $347,966
- Participant contributions
- $1,084,921
- Total contributions
- $1,436,369
- Total income / additions
- $5,132,876
Expenses & distributions
- Benefits paid
- $2,398,530
- Administrative expenses
- $112,734
- Total expenses
- $2,511,264
- Net increase / (decrease)
- $2,621,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adirondack Financial Services Corp | ADVISOR | $109,465 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,269 | $0 | 2023 |