Cathedral Home For Children Retirement Plan — Form 5500 plan (Cathedral Home For Children)
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, Cathedral Home For Children Retirement Plan is a benefit plan reported by Cathedral Home For Children under EIN 83-0169092 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $4,336,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cathedral Home For Children
- EIN
- 83-0169092
- Plan number
- 001
- Plan type
- 2
- Location
- Laramie, WY
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $4,336,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20240613151235NAL0030915969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,336,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,336,698
- Net assets (BOY)
- $3,580,588
Income & contributions
- Employer contributions
- $171,595
- Participant contributions
- $248,380
- Total contributions
- $425,698
- Total income / additions
- $1,079,830
Expenses & distributions
- Benefits paid
- $318,932
- Administrative expenses
- $2,567
- Total expenses
- $323,720
- Net increase / (decrease)
- $756,110
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | OTHER SERVICES | $0 | $5,472 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,566 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |