Salpointe Catholic High School Cash Or Deferred Profit Sharing — Form 5500 plan (Salpointe Catholic High School)
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, Salpointe Catholic High School Cash Or Deferred Profit Sharing is a benefit plan reported by Salpointe Catholic High School under EIN 86-0705131 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $16,664,253 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Salpointe Catholic High School
- EIN
- 86-0705131
- Plan number
- 001
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $16,664,253
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20241015062636NAL0028878193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,664,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,664,253
- Net assets (BOY)
- $13,679,785
Income & contributions
- Employer contributions
- $457,789
- Participant contributions
- $672,448
- Total contributions
- $1,148,743
- Total income / additions
- $3,496,106
Expenses & distributions
- Benefits paid
- $453,887
- Administrative expenses
- $57,426
- Total expenses
- $511,638
- Net increase / (decrease)
- $2,984,468
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellspring Financial Partners, LLC | INVESTMENT/FINANCIAL ADVI | $36,283 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $21,143 | $0 | 2023 |