Catholic Charities Of The Diocese Of Rochester, Inc. 403(B) Plan — Form 5500 plan (Catholic Charities Of The Diocese Of Rochester, Inc.)
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, Catholic Charities Of The Diocese Of Rochester, Inc. 403(B) Plan is a benefit plan reported by Catholic Charities Of The Diocese Of Rochester, Inc. under EIN 16-0743944 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,288 participants and $3,711,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catholic Charities Of The Diocese Of Rochester, Inc.
- EIN
- 16-0743944
- Plan number
- 004
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,288 | H, C | 20251015162041NAL0006905632001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $3,711,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,711,935
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,156,962
- Participant contributions
- $1,550,910
- Total contributions
- $3,571,484
- Total income / additions
- $3,777,018
Expenses & distributions
- Benefits paid
- $59,663
- Administrative expenses
- $5,420
- Total expenses
- $65,083
- Net increase / (decrease)
- $3,711,935
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burke Group | NONE | $5,420 | $0 | 2023 |