Catawba College Retirement Plan — Form 5500 plan (Catawba College)
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, Catawba College Retirement Plan is a benefit plan reported by Catawba College under EIN 56-0530251 and plan number 001. The latest loaded filing year is 2023. The filing reports 614 participants and $43,161,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catawba College
- EIN
- 56-0530251
- Plan number
- 001
- Plan type
- 2
- Location
- Salisbury, NC
- Latest filing year
- 2023
- Participants
- 614
- End-of-year plan assets
- $43,161,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 614 | H, C | 20241101103810NAL0004618544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,161,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,161,175
- Net assets (BOY)
- $40,051,634
Income & contributions
- Employer contributions
- $721,899
- Participant contributions
- $1,010,386
- Total contributions
- $1,764,886
- Total income / additions
- $6,807,570
Expenses & distributions
- Benefits paid
- $3,664,591
- Administrative expenses
- $33,438
- Total expenses
- $3,698,029
- Net increase / (decrease)
- $3,109,541
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $36,229 | $0 | 2023 |
| Oppenheimer & Co. Inc | NONE | $8,250 | not reported in the loaded dataset | 2023 |