Cate School Corporation Profit Sharing Plan — Form 5500 plan (Cate School Corporation)
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, Cate School Corporation Profit Sharing Plan is a benefit plan reported by Cate School Corporation under EIN 95-1644630 and plan number 002. The latest loaded filing year is 2023. The filing reports 191 participants and $19,001,313 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cate School Corporation
- EIN
- 95-1644630
- Plan number
- 002
- Plan type
- 2
- Location
- Carpinteria, CA
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $19,001,313
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20250221063256NAL0005887057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,001,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,001,313
- Net assets (BOY)
- $16,853,665
Income & contributions
- Employer contributions
- $627,376
- Total contributions
- $627,376
- Total income / additions
- $3,382,095
Expenses & distributions
- Benefits paid
- $1,204,672
- Administrative expenses
- $29,775
- Total expenses
- $1,234,447
- Net increase / (decrease)
- $2,147,648
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $29,925 | $0 | 2023 |