2023 Form 5500 filing — The Catherine Cook School 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 20250203083914NAL0003176979001) for The Catherine Cook School 403(B) Plan, reported by The Catherine Cook School under EIN 36-2836473 and plan number 002. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.5MReported net assets$13,512,464
Participants203
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250203083914NAL0003176979001
Plan sponsor
The Catherine Cook School
EIN
36-2836473
Plan number
002
Location
Chicago, IL
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)$13.5M total assets
Net assets$13.5MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$541.6K
Participant$722.3K
Full reported line items
Total assets (EOY)
$13,512,464
Total liabilities (EOY)
$0
Net assets (EOY)
$13,512,464
Employer contributions
$541,606
Participant contributions
$722,262
Total income / additions
$3,528,300
Benefits paid
$1,541,727
Administrative expenses
$3,609
Total expenses
$1,545,336
Net increase / (decrease)
$1,982,964

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250203083914NAL0003176979001 cover?
It is the 2023 Form 5500 filing for The Catherine Cook School 403(B) Plan, reported by The Catherine Cook School (EIN 36-2836473).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages