2023 Form 5500 filing — Scottish Rite Cathedral Association 401k Retirement 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 20240807142520NAL0006505616001) for Scottish Rite Cathedral Association 401k Retirement Plan, reported by Scottish Rite Cathedral Association under EIN 47-0091443 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$689KReported net assets$688,977
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240807142520NAL0006505616001
Plan sponsor
Scottish Rite Cathedral Association
EIN
47-0091443
Plan number
001
Location
Omaha, NE
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)$689K total assets
Net assets$689KLiabilities
Money in vs. money out
Total income / additions$140.2K
Total expenses$9.7K
Benefits paid / distributions$9.3K
Contributions
Employer$22.2K
Participant$19.4K
Full reported line items
Total assets (EOY)
$688,977
Net assets (EOY)
$688,977
Employer contributions
$22,192
Participant contributions
$19,375
Total income / additions
$140,165
Benefits paid
$9,303
Administrative expenses
$419
Total expenses
$9,722
Net increase / (decrease)
$130,443

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240807142520NAL0006505616001 cover?
It is the 2023 Form 5500 filing for Scottish Rite Cathedral Association 401k Retirement Plan, reported by Scottish Rite Cathedral Association (EIN 47-0091443).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages