2023 Form 5500 filing — Catholic Financial Life 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 20241015150512NAL0030095137002) for Catholic Financial Life 401(K) Plan, reported by Catholic Financial Life under EIN 39-0201015 and plan number 003. It reports 186 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)$27.2MReported net assets$27,229,805
Participants186
Provider compensation$58.2K1 Schedule C row(s)$58,231
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015150512NAL0030095137002
- Plan sponsor
- Catholic Financial Life
- EIN
- 39-0201015
- Plan number
- 003
- Location
- Milwaukee, WI
- 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)$27.2M total assets
Net assets$27.2MLiabilities—
Full reported line items
- Total assets (EOY)
- $27,229,805
- Net assets (EOY)
- $27,229,805
- Employer contributions
- $517,415
- Participant contributions
- $897,662
- Total income / additions
- $5,562,515
- Benefits paid
- $2,233,123
- Administrative expenses
- $58,231
- Total expenses
- $2,291,354
- Net increase / (decrease)
- $3,271,161
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $58,231 | $0 |