Plan5500

Catalyst Family 401(K) Plan — Form 5500 plan (Catalyst Family 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, Catalyst Family 401(K) Plan is a benefit plan reported by Catalyst Family Inc. under EIN 94-2376637 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,262 participants and $17,351,323 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Catalyst Family Inc.
EIN
94-2376637
Plan number
001
Plan type
2
Location
Morgan Hill, CA
Latest filing year
2023
Participants
1,262
End-of-year plan assets
$17,351,323

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,262H, C20241010093933NAL0009865139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,351,323
Total liabilities (EOY)
$0
Net assets (EOY)
$17,351,323
Net assets (BOY)
$15,313,160

Income & contributions

Participant contributions
$1,753,924
Total contributions
$2,021,415
Total income / additions
$4,444,262

Expenses & distributions

Benefits paid
$2,280,670
Administrative expenses
$96,951
Total expenses
$2,406,099
Net increase / (decrease)
$2,038,163

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$96,951$02023

Related Form 5500 pages