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CATALYST ADVISORY GROUP LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameCATALYST ADVISORY GROUP LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

CATALYST ADVISORY GROUP LLC 401 K PROFIT SHARING PLAN TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 ADVISORY GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:CATALYST ADVISORY GROUP LLC
Employer identification number (EIN):611668185
NAIC Classification:523900

Additional information about CATALYST ADVISORY GROUP LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-12-05
Company Identification Number: 0801894387
Legal Registered Office Address: 521 W HUNT ST

MCKINNEY
United States of America (USA)
75069

More information about CATALYST ADVISORY GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATALYST ADVISORY GROUP LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MACKENZIE MARTIN2024-04-21
0012022-01-01MACKENZIE MARTIN2023-06-15
0012021-01-01MACKENZIE MARTIN2022-05-31
0012020-01-01MACKENZIE MARTIN2021-07-07
0012019-01-01MACKENZIE MARTIN2020-06-04
0012018-01-01MACKENZIE MARTIN2019-09-26
0012017-01-01MACKENZIE MARTIN2018-04-30

Financial Data on CATALYST ADVISORY GROUP LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : CATALYST ADVISORY GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-210
Total liabilities as of the end of the plan year2025-05-210
Total liabilities as of the beginning of the plan year2025-05-210
Total expenses incurred by plan in this plan year2025-05-213281
Net assets as of the end of the plan year2025-05-21246262
Total assets as of the beginning of the plan year2025-05-21205578
Value of plan covered by a fidelity bond2025-05-2120558
Participant contributions to plan in this plan year2025-05-2114040
Other expenses paid from plan in this plan year2025-05-210
Other contributions to plan in this plan year2025-05-210
Other income to plan in this plan year2025-05-2123885
Plan net income in this plan year2025-05-2140684
Net assets as of the end of the plan year2025-05-21246262
Net assets as of the beginning of the plan year2025-05-21205578
Employer contributions to plan in this plan year2025-05-216040
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-213281
2024 : CATALYST ADVISORY GROUP LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-210
Total liabilities as of the end of the plan year2024-04-210
Total liabilities as of the beginning of the plan year2024-04-210
Total expenses incurred by plan in this plan year2024-04-2124604
Net assets as of the end of the plan year2024-04-21205578
Total assets as of the beginning of the plan year2024-04-21170246
Value of plan covered by a fidelity bond2024-04-2120000
Participant contributions to plan in this plan year2024-04-2126956
Other expenses paid from plan in this plan year2024-04-210
Other contributions to plan in this plan year2024-04-210
Other income to plan in this plan year2024-04-2128358
Plan net income in this plan year2024-04-2135332
Net assets as of the end of the plan year2024-04-21205578
Net assets as of the beginning of the plan year2024-04-21170246
Employer contributions to plan in this plan year2024-04-214622
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-213033

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