Cathedral Holdings, Inc. Employee Stock Ownership And 401(K) Plan — Form 5500 plan (Cathedral Holdings, Inc.)
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, Cathedral Holdings, Inc. Employee Stock Ownership And 401(K) Plan is a benefit plan reported by Cathedral Holdings, Inc. under EIN 84-3852177 and plan number 003. The latest loaded filing year is 2023. The filing reports 107 participants and $138,306,394 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cathedral Holdings, Inc.
- EIN
- 84-3852177
- Plan number
- 003
- Plan type
- 2
- Location
- Lawrenceville, GA
- Latest filing year
- 2023
- Participants
- 107
- End-of-year plan assets
- $138,306,394
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 107 | I | 20240621083157NAL0004878402001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $138,306,394
- Total liabilities (EOY)
- $9,870,053
- Net assets (EOY)
- $128,436,341
- Net assets (BOY)
- $106,971,606
Income & contributions
- Employer contributions
- $1,915,162
- Participant contributions
- $925,894
- Total income / additions
- $22,930,386
Expenses & distributions
- Benefits paid
- $1,232,058
- Administrative expenses
- $64,718
- Total expenses
- $1,465,651
- Net increase / (decrease)
- $21,464,735
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.