Catholic Health Group 401(K) Plan — Form 5500 plan (Catholic Facilities Operatiing LLC Dba Catholic Health Facilities)
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 Health Group 401(K) Plan is a benefit plan reported by Catholic Facilities Operatiing LLC Dba Catholic Health Facilities under EIN 81-0772438 and plan number 001. The latest loaded filing year is 2023. The filing reports 927 participants and $4,142,156 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catholic Facilities Operatiing LLC Dba Catholic Health Facilities
- EIN
- 81-0772438
- Plan number
- 001
- Plan type
- 2
- Location
- Lansdale, PA
- Latest filing year
- 2023
- Participants
- 927
- End-of-year plan assets
- $4,142,156
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 927 | H, C | 20241010121405NAL0011446819002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,142,156
- Net assets (EOY)
- $4,142,156
- Net assets (BOY)
- $3,451,995
Income & contributions
- Employer contributions
- $131,705
- Participant contributions
- $389,778
- Total contributions
- $538,033
- Total income / additions
- $963,395
Expenses & distributions
- Benefits paid
- $207,928
- Administrative expenses
- $34,126
- Total expenses
- $273,234
- Net increase / (decrease)
- $690,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Muntz Financial | SERVICE PROVIDER | $0 | $9,058 | 2023 |