Catholic Charities Of The Diocese Of St. Cloud 401(K) Retirement Plan — Form 5500 plan (Catholic Charities Of The Diocese Of St. Cloud)
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 St. Cloud 401(K) Retirement Plan is a benefit plan reported by Catholic Charities Of The Diocese Of St. Cloud under EIN 41-0737799 and plan number 002. The latest loaded filing year is 2023. The filing reports 403 participants and $19,772,453 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catholic Charities Of The Diocese Of St. Cloud
- EIN
- 41-0737799
- Plan number
- 002
- Plan type
- 2
- Location
- St. Cloud, MN
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $19,772,453
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20240719111427NAL0007079633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,772,453
- Total liabilities (EOY)
- $26,323
- Net assets (EOY)
- $19,746,130
- Net assets (BOY)
- $16,923,264
Income & contributions
- Employer contributions
- $179,525
- Participant contributions
- $625,763
- Total contributions
- $810,883
- Total income / additions
- $4,439,425
Expenses & distributions
- Benefits paid
- $1,481,559
- Administrative expenses
- $129,614
- Total expenses
- $1,616,559
- Net increase / (decrease)
- $2,822,866
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Accredited Investor Services, LLC | ADVISOR | $83,875 | not reported in the loaded dataset | 2023 |
| Alerus Financial, N.A. | NONE | $37,917 | $0 | 2023 |
| Cliftonlarsonallen | AUDITOR | $8,321 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Catholic Charities Of The Diocese Of St. Cloud
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in St. Cloud, MN
- Accredited Investor Services, LLC — Schedule C compensation
- Alerus Financial, N.A. — Schedule C compensation
- Cliftonlarsonallen — Schedule C compensation