2023 Form 5500 filing — Catholic Charities Hawai'I Retirement Savings 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 20241015154515NAL0015000867001) for Catholic Charities Hawai'I Retirement Savings Plan, reported by Catholic Charities Hawai'I under EIN 99-0073547 and plan number 002. It reports 423 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)$18.3MReported net assets$18,260,374
Participants423
Provider compensation$7121 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015154515NAL0015000867001
Plan sponsor
Catholic Charities Hawai'I
EIN
99-0073547
Plan number
002
Location
Honolulu, HI
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.3M total assets
Net assets$18.3MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$858.1K
Benefits paid / distributions$847.2K
Contributions
Employer$444.4K
Participant$829.2K
Full reported line items
Total assets (EOY)
$18,260,374
Total liabilities (EOY)
$0
Net assets (EOY)
$18,260,374
Employer contributions
$444,379
Participant contributions
$829,232
Total income / additions
$4,163,794
Benefits paid
$847,165
Administrative expenses
$712
Total expenses
$858,141
Net increase / (decrease)
$3,305,653
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $712 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015154515NAL0015000867001 cover?
It is the 2023 Form 5500 filing for Catholic Charities Hawai'I Retirement Savings Plan, reported by Catholic Charities Hawai'I (EIN 99-0073547).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages