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CATALYST FINANCIAL NW 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameCATALYST FINANCIAL NW 401(K) RETIREMENT PLAN
Plan identification number 001

CATALYST FINANCIAL NW 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CATALYST FINANCIAL NW has sponsored the creation of one or more 401k plans.

Company Name:CATALYST FINANCIAL NW
Employer identification number (EIN):930873369
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATALYST FINANCIAL NW 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AARON L. MUHS2024-04-11
0012022-01-01AARON L. MUHS2023-05-24
0012021-01-01DAVID RASMUSSEN2022-06-22
0012020-01-01DAVID RASMUSSEN2021-03-23
0012019-01-01DAVID RASMUSSEN2020-07-16

Financial Data on CATALYST FINANCIAL NW 401(K) RETIREMENT PLAN

Measure Date Value
2025 : CATALYST FINANCIAL NW 401(K) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-060
Total expenses incurred by plan in this plan year2025-05-06185
Net assets as of the end of the plan year2025-05-06443008
Total assets as of the beginning of the plan year2025-05-06321488
Value of plan covered by a fidelity bond2025-05-0660000
Participant contributions to plan in this plan year2025-05-0647967
Value of participant loans at end of plan year2025-05-0639842
Other income to plan in this plan year2025-05-0661316
Plan net income in this plan year2025-05-06121520
Net assets as of the end of the plan year2025-05-06443008
Net assets as of the beginning of the plan year2025-05-06321488
Employer contributions to plan in this plan year2025-05-0612422
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-06185
2024 : CATALYST FINANCIAL NW 401(K) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-04-110
Total liabilities as of the beginning of the plan year2024-04-11268
Total expenses incurred by plan in this plan year2024-04-11100
Net assets as of the end of the plan year2024-04-11321488
Total assets as of the beginning of the plan year2024-04-11131810
Value of plan covered by a fidelity bond2024-04-1150000
Participant contributions to plan in this plan year2024-04-1152107
Value of participant loans at end of plan year2024-04-113281
Other contributions to plan in this plan year2024-04-1180692
Other income to plan in this plan year2024-04-1142697
Plan net income in this plan year2024-04-11189946
Net assets as of the end of the plan year2024-04-11321488
Net assets as of the beginning of the plan year2024-04-11131542
Employer contributions to plan in this plan year2024-04-1114550
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-11100
2022 : CATALYST FINANCIAL NW 401(K) RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-220
Total liabilities as of the end of the plan year2022-06-220
Total liabilities as of the beginning of the plan year2022-06-220
Total expenses incurred by plan in this plan year2022-06-2260
Net assets as of the end of the plan year2022-06-2283191
Total assets as of the beginning of the plan year2022-06-2258456
Value of plan covered by a fidelity bond2022-06-2210000
Participant contributions to plan in this plan year2022-06-2210721
Value of participant loans at end of plan year2022-06-225890
Other expenses paid from plan in this plan year2022-06-2260
Other contributions to plan in this plan year2022-06-220
Other income to plan in this plan year2022-06-227969
Plan net income in this plan year2022-06-2224735
Net assets as of the end of the plan year2022-06-2283191
Net assets as of the beginning of the plan year2022-06-2258456
Employer contributions to plan in this plan year2022-06-226105
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-220

Potentially related plans

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