2023 Form 5500 filing — Cate School Corporation Profit Sharing 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 20250221063256NAL0005887057001) for Cate School Corporation Profit Sharing Plan, reported by Cate School Corporation under EIN 95-1644630 and plan number 002. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250221063256NAL0005887057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cate School Corporation
- EIN
- 95-1644630
- Plan number
- 002
- Location
- Carpinteria, CA
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,001,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,001,313
- Employer contributions
- $627,376
- Total income / additions
- $3,382,095
- Benefits paid
- $1,204,672
- Administrative expenses
- $29,775
- Total expenses
- $1,234,447
- Net increase / (decrease)
- $2,147,648
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $29,925 | $0 |