Catholic Charities Fort Worth 403b Plan — Form 5500 plan (Catholic Charities Diocese Of Fort Worth Incorporated)
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 Fort Worth 403b Plan is a benefit plan reported by Catholic Charities Diocese Of Fort Worth Incorporated under EIN 75-0808769 and plan number 003. The latest loaded filing year is 2023. The filing reports 401 participants and $11,595,821 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.6MPlan net assets, end of year$11,595,821
Participants401Covered participants reported
Assets / participant$28.9KComputed: assets ÷ participants$28,917 (computed)
Provider compensation$105.4K2 Schedule C provider row(s)$105,434
- Plan sponsor
- Catholic Charities Diocese Of Fort Worth Incorporated
- EIN
- 75-0808769
- Plan number
- 003
- Plan type
- 2
- Location
- Ft Worth, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 401 | H, C | 20241015124514NAL0029671169001 |
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)$11.6M total assets
Net assets$11.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,595,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,595,821
- Net assets (BOY)
- $9,560,403
Income & contributions
- Employer contributions
- $662,825
- Participant contributions
- $979,018
- Total contributions
- $1,669,106
- Total income / additions
- $3,328,502
Expenses & distributions
- Benefits paid
- $1,238,303
- Administrative expenses
- $54,781
- Total expenses
- $1,293,084
- Net increase / (decrease)
- $2,035,418
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.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $2,545 | $50,653 | 2023 |
| Prime Capital Invmt Adv | NONE | $52,236 | not reported in the loaded dataset | 2023 |