Catholic Charities Of Santa Clara County 401(K) Plan — Form 5500 plan (Catholic Charities Of Santa Clara County)
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 Of Santa Clara County 401(K) Plan is a benefit plan reported by Catholic Charities Of Santa Clara County under EIN 94-2762269 and plan number 003. The latest loaded filing year is 2023. The filing reports 885 participants and $33,085,448 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catholic Charities Of Santa Clara County
- EIN
- 94-2762269
- Plan number
- 003
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 885
- End-of-year plan assets
- $33,085,448
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 885 | H, C | 20250123104211NAL0010177184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,085,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,085,448
- Net assets (BOY)
- $27,663,874
Income & contributions
- Employer contributions
- $925,312
- Participant contributions
- $2,097,698
- Total contributions
- $3,027,141
- Total income / additions
- $7,597,271
Expenses & distributions
- Benefits paid
- $1,941,118
- Administrative expenses
- $234,579
- Total expenses
- $2,175,697
- Net increase / (decrease)
- $5,421,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz | INVESTMENT ADVISOR | $176,119 | not reported in the loaded dataset | 2023 |
| Abbott, Stringham & Lynch | ACCOUNTANT/AUDITOR | $29,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $28,960 | $0 | 2023 |