Catholic Charities Fort Worth 403b Plan — Form 5500 plan (Catholic Charities Diocese Of Fort Worth Incorporated)
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 Charities Fort Worth 403b Plan is a benefit plan reported by Catholic Charities Diocese Of Fort Worth Incorporated under EIN 75-0808769 and plan number 003. The latest loaded filing year is 2023. The filing reports 401 participants and $11,595,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catholic Charities Diocese Of Fort Worth Incorporated
- EIN
- 75-0808769
- Plan number
- 003
- Plan type
- 2
- Location
- Ft Worth, TX
- Latest filing year
- 2023
- Participants
- 401
- End-of-year plan assets
- $11,595,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 401 | H, C | 20241015124514NAL0029671169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,595,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,595,821
- Net assets (BOY)
- $9,560,403
Income & contributions
- Employer contributions
- $662,825
- Participant contributions
- $979,018
- Total contributions
- $1,669,106
- Total income / additions
- $3,328,502
Expenses & distributions
- Benefits paid
- $1,238,303
- Administrative expenses
- $54,781
- Total expenses
- $1,293,084
- Net increase / (decrease)
- $2,035,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $2,545 | $50,653 | 2023 |
| Prime Capital Invmt Adv | NONE | $52,236 | not reported in the loaded dataset | 2023 |