2023 Form 5500 filing — 403(B) Thrift Plan Of Catholic Charities - Diocese Of Toledo
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 20240621084037NAL0003464224001) for 403(B) Thrift Plan Of Catholic Charities - Diocese Of Toledo, reported by Catholic Charities - Diocese O under EIN 34-4428254 and plan number 001. It reports 122 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.2MReported net assets$1,203,452
Participants122
Provider compensation$3081 Schedule C row(s)
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240621084037NAL0003464224001
- Plan sponsor
- Catholic Charities - Diocese O
- EIN
- 34-4428254
- Plan number
- 001
- Location
- Toledo, OH
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,203,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,203,452
- Employer contributions
- $53,973
- Participant contributions
- $69,628
- Total income / additions
- $257,897
- Benefits paid
- $178,384
- Administrative expenses
- $312
- Total expenses
- $178,696
- Net increase / (decrease)
- $79,201
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
Frequently asked questions
- What does EFAST2 acknowledgement 20240621084037NAL0003464224001 cover?
- It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of Catholic Charities - Diocese Of Toledo, reported by Catholic Charities - Diocese O (EIN 34-4428254).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).