Catalyst Exhibits, Inc. 401(K) Plan — Form 5500 plan (Catalyst Exhibits, Inc.)
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, Catalyst Exhibits, Inc. 401(K) Plan is a benefit plan reported by Catalyst Exhibits, Inc. under EIN 36-4216502 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $19,859,840 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catalyst Exhibits, Inc.
- EIN
- 36-4216502
- Plan number
- 001
- Plan type
- 2
- Location
- Kenosha, WI
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $19,859,840
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20241014112758NAL0013202403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,859,840
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,859,840
- Net assets (BOY)
- $15,470,123
Income & contributions
- Employer contributions
- $543,522
- Participant contributions
- $1,092,612
- Total contributions
- $1,859,945
- Total income / additions
- $4,709,642
Expenses & distributions
- Benefits paid
- $257,110
- Administrative expenses
- $62,815
- Total expenses
- $319,925
- Net increase / (decrease)
- $4,389,717
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $58,771 | $0 | 2023 |
| Rothschild Investment Corporation | BROKER/ADVISER | $0 | $24,570 | 2023 |
| Howard Simon & Associates, Inc. | CONRACT ADMIN | $525 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,169 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Catalyst Exhibits, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Kenosha, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Rothschild Investment Corporation — Schedule C compensation
- Howard Simon & Associates, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation