Catalyst Corporate Federal Credit Union 401(K)/ Profit Sharing Plan And Trust — Form 5500 plan (Catalyst Corporate Federal Credit Union)
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 Corporate Federal Credit Union 401(K)/ Profit Sharing Plan And Trust is a benefit plan reported by Catalyst Corporate Federal Credit Union under EIN 58-0501985 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $68,307,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catalyst Corporate Federal Credit Union
- EIN
- 58-0501985
- Plan number
- 001
- Plan type
- 2
- Location
- Plano, TX
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $68,307,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20240819101103NAL0002980946001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,307,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,307,029
- Net assets (BOY)
- $56,858,437
Income & contributions
- Employer contributions
- $2,016,454
- Participant contributions
- $2,132,508
- Total contributions
- $4,304,889
- Total income / additions
- $13,904,152
Expenses & distributions
- Benefits paid
- $2,440,232
- Administrative expenses
- $15,328
- Total expenses
- $2,455,560
- Net increase / (decrease)
- $11,448,592
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Doeren Mayhew & Co., P.C. | AUDITOR | $14,000 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $1,328 | $0 | 2023 |