2023 Form 5500 filing — Cathedral Holdings, Inc. Employee Stock Ownership And 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240621083157NAL0004878402001) for Cathedral Holdings, Inc. Employee Stock Ownership And 401(K) Plan, reported by Cathedral Holdings, Inc. under EIN 84-3852177 and plan number 003. It reports 107 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240621083157NAL0004878402001
Filing year
2023
Form type
2
Plan sponsor
Cathedral Holdings, Inc.
EIN
84-3852177
Plan number
003
Location
Lawrenceville, GA
Participants
107
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$138,306,394
Total liabilities (EOY)
$9,870,053
Net assets (EOY)
$128,436,341
Employer contributions
$1,915,162
Participant contributions
$925,894
Total income / additions
$22,930,386
Benefits paid
$1,232,058
Administrative expenses
$64,718
Total expenses
$1,465,651
Net increase / (decrease)
$21,464,735
Schedule source
Schedule I

Related Form 5500 pages