2023 Form 5500 filing — 403(B) Thrift Plan Of Cathedral Square Corporation
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 20250417141904NAL0001059841001) for 403(B) Thrift Plan Of Cathedral Square Corporation, reported by Cathedral Square Corporation under EIN 03-0264362 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250417141904NAL0001059841001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cathedral Square Corporation
- EIN
- 03-0264362
- Plan number
- 001
- Location
- South Burlington, VT
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,590,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,590,234
- Employer contributions
- $283,916
- Participant contributions
- $518,940
- Total income / additions
- $3,169,643
- Benefits paid
- $465,429
- Administrative expenses
- $3,328
- Total expenses
- $468,757
- Net increase / (decrease)
- $2,700,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $3,123 | $0 |