2023 Form 5500 filing — The Cathedral Foundation Of Jacksonville, Inc. Retirement Plan And Trust
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 20241007124034NAL0027439600001) for The Cathedral Foundation Of Jacksonville, Inc. Retirement Plan And Trust, reported by The Cathedral Foundation Of Jacksonville, Inc. under EIN 59-6161532 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007124034NAL0027439600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cathedral Foundation Of Jacksonville, Inc.
- EIN
- 59-6161532
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,071,763
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,071,763
- Employer contributions
- $264,294
- Participant contributions
- $69,344
- Total income / additions
- $779,586
- Benefits paid
- $2,709,785
- Administrative expenses
- $21,654
- Total expenses
- $2,731,439
- Net increase / (decrease)
- -$1,951,853
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $14,851 | $0 |
| Alliance Bernstein Lp | INVESTMENT ADVISOR | $10,141 | $0 |
| Bates & Company,Inc | CONTRACT ADMIN | $7,144 | $1,747 |
| Empower Annuity Ins Co Of America | OTHER | $7 | $0 |