Catalyst Bank 401(K) Plan — Form 5500 plan (Catalyst Bank)

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 Bank 401(K) Plan is a benefit plan reported by Catalyst Bank under EIN 72-0307750 and plan number 001. The latest loaded filing year is 2023. The filing reports 60 participants and $7,564,162 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Catalyst Bank
EIN
72-0307750
Plan number
001
Plan type
2
Location
Opelousas, LA
Latest filing year
2023
Participants
60
End-of-year plan assets
$7,564,162

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202360I20240612161104NAL0047000560001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$7,564,162
Total liabilities (EOY)
$0
Net assets (EOY)
$7,564,162
Net assets (BOY)
$7,108,288

Income & contributions

Employer contributions
$107,160
Participant contributions
$277,198
Total income / additions
$1,272,539

Expenses & distributions

Benefits paid
$782,572
Administrative expenses
$24,206
Total expenses
$816,665
Net increase / (decrease)
$455,874

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages