Catholic Financial Life 401(K) Plan — Form 5500 plan (Catholic Financial Life)
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 Financial Life 401(K) Plan is a benefit plan reported by Catholic Financial Life under EIN 39-0201015 and plan number 003. The latest loaded filing year is 2023. The filing reports 186 participants and $27,229,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catholic Financial Life
- EIN
- 39-0201015
- Plan number
- 003
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 186
- End-of-year plan assets
- $27,229,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241015150512NAL0030095137002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,229,805
- Net assets (EOY)
- $27,229,805
- Net assets (BOY)
- $23,958,644
Income & contributions
- Employer contributions
- $517,415
- Participant contributions
- $897,662
- Total contributions
- $1,485,360
- Total income / additions
- $5,562,515
Expenses & distributions
- Benefits paid
- $2,233,123
- Administrative expenses
- $58,231
- Total expenses
- $2,291,354
- Net increase / (decrease)
- $3,271,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $58,231 | $0 | 2023 |