The Cathedral Foundation Of Jacksonville, Inc. Retirement Plan And Trust — Form 5500 plan (The Cathedral Foundation Of Jacksonville, 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, The Cathedral Foundation Of Jacksonville, Inc. Retirement Plan And Trust is a benefit plan reported by The Cathedral Foundation Of Jacksonville, Inc. under EIN 59-6161532 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $3,071,763 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cathedral Foundation Of Jacksonville, Inc.
- EIN
- 59-6161532
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $3,071,763
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20241007124034NAL0027439600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,071,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,071,763
- Net assets (BOY)
- $5,023,616
Income & contributions
- Employer contributions
- $264,294
- Participant contributions
- $69,344
- Total contributions
- $333,638
- Total income / additions
- $779,586
Expenses & distributions
- Benefits paid
- $2,709,785
- Administrative expenses
- $21,654
- Total expenses
- $2,731,439
- Net increase / (decrease)
- -$1,951,853
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $14,851 | $0 | 2023 |
| Alliance Bernstein Lp | INVESTMENT ADVISOR | $10,141 | $0 | 2023 |
| Bates & Company,Inc | CONTRACT ADMIN | $7,144 | $1,747 | 2023 |
| Empower Annuity Ins Co Of America | OTHER | $7 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Cathedral Foundation Of Jacksonville, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Empower Annuity Ins Co Of America — Schedule C compensation
- Alliance Bernstein Lp — Schedule C compensation
- Bates & Company,Inc — Schedule C compensation