Catholic Financial Life 401(K) Plan — Form 5500 plan (Catholic Financial Life)
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 Financial Life 401(K) Plan is a benefit plan reported by Catholic Financial Life under EIN 39-0201015 and plan number 003. The latest loaded filing year is 2023. The filing reports 186 participants and $27,229,805 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$27.2MPlan net assets, end of year$27,229,805
Participants186Covered participants reported
Assets / participant$146.4KComputed: assets ÷ participants$146,397 (computed)
Provider compensation$58.2K1 Schedule C provider row(s)$58,231
- Plan sponsor
- Catholic Financial Life
- EIN
- 39-0201015
- Plan number
- 003
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241015150512NAL0030095137002 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$27.2M total assets
Net assets$27.2MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $27,229,805
- Net assets (EOY)
- $27,229,805
- Net assets (BOY)
- $23,958,644
Income & contributions
- Employer contributions
- $517,415
- Participant contributions
- $897,662
- Total contributions
- $1,485,360
- Total income / additions
- $5,562,515
Expenses & distributions
- Benefits paid
- $2,233,123
- Administrative expenses
- $58,231
- Total expenses
- $2,291,354
- Net increase / (decrease)
- $3,271,161
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $58,231 | $0 | 2023 |