Dematha Catholic High School, Inc. 403(B) Plan — Form 5500 plan (Dematha Catholic High School, 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, Dematha Catholic High School, Inc. 403(B) Plan is a benefit plan reported by Dematha Catholic High School, Inc. under EIN 52-0607998 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $15,873,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dematha Catholic High School, Inc.
- EIN
- 52-0607998
- Plan number
- 001
- Plan type
- 2
- Location
- Hyattsville, MD
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $15,873,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20241009132246NAL0018389873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,873,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,873,971
- Net assets (BOY)
- $13,227,644
Income & contributions
- Employer contributions
- $223,230
- Participant contributions
- $656,967
- Total contributions
- $884,939
- Total income / additions
- $3,307,413
Expenses & distributions
- Benefits paid
- $623,395
- Administrative expenses
- $37,691
- Total expenses
- $661,086
- Net increase / (decrease)
- $2,646,327
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $20,735 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,290 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,666 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dematha Catholic High School, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Hyattsville, MD
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation