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CATALYST ADVISORS LP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCATALYST ADVISORS LP 401(K) PROFIT SHARING PLAN
Plan identification number 001

CATALYST ADVISORS LP 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 ADVISORS LP has sponsored the creation of one or more 401k plans.

Company Name:CATALYST ADVISORS LP
Employer identification number (EIN):464724944
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATALYST ADVISORS LP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-06-21
0012022-01-01SHIRLEY HORNER2023-06-24
0012021-01-01SHIRLEY HORNER2022-07-13
0012020-07-01SNOW MONTEMAYOR2021-09-14
0012015-01-01JOHN ARCHER2016-10-05
0012014-01-01JOHN ARCHER2015-07-16 JOHN ARCHER2015-07-16

Financial Data on CATALYST ADVISORS LP 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CATALYST ADVISORS LP 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-061148418
Net assets as of the end of the plan year2025-06-066066359
Total assets as of the beginning of the plan year2025-06-066033267
Value of plan covered by a fidelity bond2025-06-06500000
Participant contributions to plan in this plan year2025-06-06348436
Value of participant loans at end of plan year2025-06-0683061
Other contributions to plan in this plan year2025-06-0631910
Other income to plan in this plan year2025-06-06556509
Plan net income in this plan year2025-06-0633092
Net assets as of the end of the plan year2025-06-066066359
Net assets as of the beginning of the plan year2025-06-066033267
Employer contributions to plan in this plan year2025-06-06244655
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-062056
2024 : CATALYST ADVISORS LP 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-211216675
Net assets as of the end of the plan year2024-06-216033267
Total assets as of the beginning of the plan year2024-06-215872484
Value of plan covered by a fidelity bond2024-06-21500000
Participant contributions to plan in this plan year2024-06-21361753
Value of participant loans at end of plan year2024-06-2169291
Other contributions to plan in this plan year2024-06-2153308
Other income to plan in this plan year2024-06-21736228
Plan net income in this plan year2024-06-21160783
Net assets as of the end of the plan year2024-06-216033267
Net assets as of the beginning of the plan year2024-06-215872484
Employer contributions to plan in this plan year2024-06-21226169
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-211619

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