2023 Form 5500 filing — Catholic Charities Of The Diocese Of Rochester, Inc. 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 20251015162041NAL0006905632001) for Catholic Charities Of The Diocese Of Rochester, Inc. 403(B) Plan, reported by Catholic Charities Of The Diocese Of Rochester, Inc. under EIN 16-0743944 and plan number 004. It reports 1,288 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)$3.7MReported net assets$3,711,935
Participants1.3K1,288
Provider compensation$5.4K1 Schedule C row(s)$5,420
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20251015162041NAL0006905632001
- Plan sponsor
- Catholic Charities Of The Diocese Of Rochester, Inc.
- EIN
- 16-0743944
- Plan number
- 004
- Location
- Rochester, NY
- 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)$3.7M total assets
Net assets$3.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,711,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,711,935
- Employer contributions
- $1,156,962
- Participant contributions
- $1,550,910
- Total income / additions
- $3,777,018
- Benefits paid
- $59,663
- Administrative expenses
- $5,420
- Total expenses
- $65,083
- Net increase / (decrease)
- $3,711,935
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1