403(B) Thrift Plan Of Cathedral Square Corporation — Form 5500 plan (Cathedral Square Corporation)
Plain-English plan 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, 403(B) Thrift Plan Of Cathedral Square Corporation is a benefit plan reported by Cathedral Square Corporation under EIN 03-0264362 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $12,590,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cathedral Square Corporation
- EIN
- 03-0264362
- Plan number
- 001
- Plan type
- 2
- Location
- South Burlington, VT
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $12,590,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20250417141904NAL0001059841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,590,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,590,234
- Net assets (BOY)
- $9,889,348
Income & contributions
- Employer contributions
- $283,916
- Participant contributions
- $518,940
- Total contributions
- $845,180
- Total income / additions
- $3,169,643
Expenses & distributions
- Benefits paid
- $465,429
- Administrative expenses
- $3,328
- Total expenses
- $468,757
- Net increase / (decrease)
- $2,700,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $3,123 | $0 | 2023 |