Catalight Foundation 403(B) Plan — Form 5500 plan (Catalight Foundation)
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, Catalight Foundation 403(B) Plan is a benefit plan reported by Catalight Foundation under EIN 94-3120231 and plan number 001. The latest loaded filing year is 2023. The filing reports 791 participants and $24,133,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catalight Foundation
- EIN
- 94-3120231
- Plan number
- 001
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 791
- End-of-year plan assets
- $24,133,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 791 | H, C | 20241010164457NAL0011747427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,133,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,133,389
- Net assets (BOY)
- $16,830,505
Income & contributions
- Employer contributions
- $1,071,469
- Participant contributions
- $3,744,121
- Total contributions
- $5,787,449
- Total income / additions
- $8,791,828
Expenses & distributions
- Benefits paid
- $1,381,153
- Administrative expenses
- $105,814
- Total expenses
- $1,488,944
- Net increase / (decrease)
- $7,302,884
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $105,813 | $0 | 2023 |
| Resources Investment Advisors | INVESTMENT ADVISORY | $0 | $45,862 | 2023 |