2023 Form 5500 filing — Dematha Catholic High School, Inc. 403(B) 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 20241009132246NAL0018389873001) for Dematha Catholic High School, Inc. 403(B) Plan, reported by Dematha Catholic High School, Inc. under EIN 52-0607998 and plan number 001. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.9MReported net assets$15,873,971
Participants117
Provider compensation$37.7K3 Schedule C row(s)$37,691
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009132246NAL0018389873001
- Plan sponsor
- Dematha Catholic High School, Inc.
- EIN
- 52-0607998
- Plan number
- 001
- Location
- Hyattsville, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.9M total assets
Net assets$15.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,873,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,873,971
- Employer contributions
- $223,230
- Participant contributions
- $656,967
- Total income / additions
- $3,307,413
- Benefits paid
- $623,395
- Administrative expenses
- $37,691
- Total expenses
- $661,086
- Net increase / (decrease)
- $2,646,327
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $20,735 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,290 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,666 | not reported in the loaded dataset |