401k Plan data: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST plan

CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST
Plan identification number	001

CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
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 FINANCIAL COMPANY has sponsored the creation of one or more 401k plans.

Company Name: CATALYST FINANCIAL COMPANY

Employer identification number (EIN): 760438411

NAIC Classification: 523900

Additional information about CATALYST FINANCIAL COMPANY

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1994-05-26

Company Identification Number: 0131360700

Legal Registered Office Address: 1136 N KIRKWOOD RD

HOUSTON
United States of America (USA)
77043

More information about CATALYST FINANCIAL COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 RICHARD MANN 2024-09-06 RICHARD MANN 2024-09-06
001 2022-01-01 RICHARD MANN 2023-10-10
001 2021-01-01
001 2021-01-01 RICHARD MANN
001 2020-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 RICHARD MANN RICHARD MANN 2018-07-26
001 2016-01-01 RICHARD MANN RICHARD MANN 2017-06-21
001 2015-01-01 RICHARD MANN RICHARD MANN 2016-07-06
001 2015-01-01 RICHARD MANN RICHARD MANN 2016-08-01
001 2014-01-01 RICHARD MANN RICHARD MANN 2015-06-18
001 2014-01-01 RICHARD MANN RICHARD MANN 2015-06-30
001 2013-01-01 RICHARD MANN RICHARD MANN 2014-06-05
001 2012-01-01 RICHARD MANN RICHARD MANN 2013-05-15
001 2011-01-01 RICHARD MANN RICHARD MANN 2012-07-19
001 2010-01-01 RICHARD MANN RICHARD MANN 2011-07-27
001 2009-01-01 RICHARD MANN RICHARD MANN 2010-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	RICHARD MANN	2024-09-06	RICHARD MANN	2024-09-06
001	2022-01-01	RICHARD MANN	2023-10-10
001	2021-01-01
001	2021-01-01	RICHARD MANN
001	2020-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	RICHARD MANN		RICHARD MANN	2018-07-26
001	2016-01-01	RICHARD MANN		RICHARD MANN	2017-06-21
001	2015-01-01	RICHARD MANN		RICHARD MANN	2016-07-06
001	2015-01-01	RICHARD MANN		RICHARD MANN	2016-08-01
001	2014-01-01	RICHARD MANN		RICHARD MANN	2015-06-18
001	2014-01-01	RICHARD MANN		RICHARD MANN	2015-06-30
001	2013-01-01	RICHARD MANN		RICHARD MANN	2014-06-05
001	2012-01-01	RICHARD MANN		RICHARD MANN	2013-05-15
001	2011-01-01	RICHARD MANN		RICHARD MANN	2012-07-19
001	2010-01-01	RICHARD MANN		RICHARD MANN	2011-07-27
001	2009-01-01	RICHARD MANN		RICHARD MANN	2010-07-29

Plan Statistics for CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST

Measure Date Value
2025: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-07-10 24
Total number of particpants at end of year 2025-07-10 23
Number of Participants With Account Balances 2025-07-10 21
2024: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-09-06 21
Total number of particpants at end of year 2024-09-06 24
Number of Participants With Account Balances 2024-09-06 22
2021: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 17
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 21
Number of participants with account balances 2021-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 16
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 20
Number of participants with account balances 2020-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 12
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 14
Number of participants with account balances 2019-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 18
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 21
Number of participants with account balances 2018-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 18
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 21
Number of participants with account balances 2017-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 19
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 22
Number of participants with account balances 2016-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 19
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 22
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 21
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 23
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 20
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 18
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 16
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 13
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 14
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-07-10	24
Total number of particpants at end of year	2025-07-10	23
Number of Participants With Account Balances	2025-07-10	21
2024: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-09-06	21
Total number of particpants at end of year	2024-09-06	24
Number of Participants With Account Balances	2024-09-06	22
2021: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	17
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	21
Number of participants with account balances	2021-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	16
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	20
Number of participants with account balances	2020-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	12
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	14
Number of participants with account balances	2019-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	18
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	21
Number of participants with account balances	2018-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	18
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	21
Number of participants with account balances	2017-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	19
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	22
Number of participants with account balances	2016-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	19
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	22
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	21
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	23
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	20
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	18
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	16
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	13
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	14
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST

Measure	Date	Value
2025 : CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-07-10	0
Total expenses incurred by plan in this plan year	2025-07-10	16490
Net assets as of the end of the plan year	2025-07-10	6507342
Total assets as of the beginning of the plan year	2025-07-10	5269116
Value of plan covered by a fidelity bond	2025-07-10	500000
Participant contributions to plan in this plan year	2025-07-10	219651
Value of participant loans at end of plan year	2025-07-10	12878
Other contributions to plan in this plan year	2025-07-10	187111
Other income to plan in this plan year	2025-07-10	774526
Plan net income in this plan year	2025-07-10	1238226
Net assets as of the end of the plan year	2025-07-10	6507342
Net assets as of the beginning of the plan year	2025-07-10	5269116
Employer contributions to plan in this plan year	2025-07-10	73428
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-10	13222
2024 : CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-09-06	0
Total expenses incurred by plan in this plan year	2024-09-06	40285
Net assets as of the end of the plan year	2024-09-06	5269116
Total assets as of the beginning of the plan year	2024-09-06	4071476
Value of plan covered by a fidelity bond	2024-09-06	400000
Participant contributions to plan in this plan year	2024-09-06	198634
Value of participant loans at end of plan year	2024-09-06	7163
Other contributions to plan in this plan year	2024-09-06	40407
Other income to plan in this plan year	2024-09-06	938670
Plan net income in this plan year	2024-09-06	1197640
Net assets as of the end of the plan year	2024-09-06	5269116
Net assets as of the beginning of the plan year	2024-09-06	4071476
Employer contributions to plan in this plan year	2024-09-06	60214
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-06	13692
2021 : CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$2,501,149
Expenses. Total of all expenses incurred	2021-12-31	$1,680,360
Benefits paid (including direct rollovers)	2021-12-31	$1,668,156
Total plan assets at end of year	2021-12-31	$5,722,045
Total plan assets at beginning of year	2021-12-31	$4,901,256
Value of fidelity bond covering the plan	2021-12-31	$200,000
Total contributions received or receivable from participants	2021-12-31	$166,157
Contributions received from other sources (not participants or employers)	2021-12-31	$1,668,156
Other income received	2021-12-31	$621,291
Net income (gross income less expenses)	2021-12-31	$820,789
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,722,045
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,901,256
Assets. Value of participant loans	2021-12-31	$11,401
Total contributions received or receivable from employer(s)	2021-12-31	$45,545
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$12,204
2020 : CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$1,171,369
Expenses. Total of all expenses incurred	2020-12-31	$9,095
Total plan assets at end of year	2020-12-31	$4,901,256
Total plan assets at beginning of year	2020-12-31	$3,738,982
Value of fidelity bond covering the plan	2020-12-31	$200,000
Total contributions received or receivable from participants	2020-12-31	$171,482
Other income received	2020-12-31	$953,801
Net income (gross income less expenses)	2020-12-31	$1,162,274
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,901,256
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,738,982
Assets. Value of participant loans	2020-12-31	$2,000
Total contributions received or receivable from employer(s)	2020-12-31	$46,086
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$9,095
2019 : CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$905,300
Expenses. Total of all expenses incurred	2019-12-31	$54,864
Benefits paid (including direct rollovers)	2019-12-31	$46,952
Total plan assets at end of year	2019-12-31	$3,738,982
Total plan assets at beginning of year	2019-12-31	$2,888,546
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$150,108
Other income received	2019-12-31	$712,120
Net income (gross income less expenses)	2019-12-31	$850,436
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,738,982
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,888,546
Assets. Value of participant loans	2019-12-31	$4,500
Total contributions received or receivable from employer(s)	2019-12-31	$43,072
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$7,912
2018 : CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-34,064
Expenses. Total of all expenses incurred	2018-12-31	$10,719
Benefits paid (including direct rollovers)	2018-12-31	$7
Total plan assets at end of year	2018-12-31	$2,888,546
Total plan assets at beginning of year	2018-12-31	$2,933,329
Value of fidelity bond covering the plan	2018-12-31	$200,000
Total contributions received or receivable from participants	2018-12-31	$148,549
Other income received	2018-12-31	$-225,717
Net income (gross income less expenses)	2018-12-31	$-44,783
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,888,546
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,933,329
Assets. Value of participant loans	2018-12-31	$518
Total contributions received or receivable from employer(s)	2018-12-31	$43,104
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$10,712
2017 : CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$720,056
Expenses. Total of all expenses incurred	2017-12-31	$10,286
Benefits paid (including direct rollovers)	2017-12-31	$7,000
Total plan assets at end of year	2017-12-31	$2,933,329
Total plan assets at beginning of year	2017-12-31	$2,223,559
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$144,324
Other income received	2017-12-31	$534,029
Net income (gross income less expenses)	2017-12-31	$709,770
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,933,329
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,223,559
Assets. Value of participant loans	2017-12-31	$3,005
Total contributions received or receivable from employer(s)	2017-12-31	$41,703
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,286
2016 : CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$305,724
Expenses. Total of all expenses incurred	2016-12-31	$611
Total plan assets at end of year	2016-12-31	$2,223,559
Total plan assets at beginning of year	2016-12-31	$1,918,446
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$151,041
Other income received	2016-12-31	$110,488
Net income (gross income less expenses)	2016-12-31	$305,113
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,223,559
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,918,446
Assets. Value of participant loans	2016-12-31	$5,285
Total contributions received or receivable from employer(s)	2016-12-31	$44,195
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$611
2015 : CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$202,317
Expenses. Total of all expenses incurred	2015-12-31	$461
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,918,446
Total plan assets at beginning of year	2015-12-31	$1,716,590
Value of fidelity bond covering the plan	2015-12-31	$80,000
Total contributions received or receivable from participants	2015-12-31	$149,077
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$10,996
Net income (gross income less expenses)	2015-12-31	$201,856
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,918,446
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,716,590
Total contributions received or receivable from employer(s)	2015-12-31	$42,244
Value of certain deemed distributions of participant loans	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$461
2014 : CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$225,113
Expenses. Total of all expenses incurred	2014-12-31	$8,471
Benefits paid (including direct rollovers)	2014-12-31	$8,227
Total plan assets at end of year	2014-12-31	$1,716,590
Total plan assets at beginning of year	2014-12-31	$1,499,948
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$124,073
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$59,186
Net income (gross income less expenses)	2014-12-31	$216,642
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,716,590
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,499,948
Total contributions received or receivable from employer(s)	2014-12-31	$41,854
Value of certain deemed distributions of participant loans	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$244
2013 : CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$401,761
Expenses. Total of all expenses incurred	2013-12-31	$3,775
Benefits paid (including direct rollovers)	2013-12-31	$3,196
Total plan assets at end of year	2013-12-31	$1,499,948
Total plan assets at beginning of year	2013-12-31	$1,101,962
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$94,056
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$276,064
Net income (gross income less expenses)	2013-12-31	$397,986
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,499,948
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,101,962
Total contributions received or receivable from employer(s)	2013-12-31	$31,641
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$579
2012 : CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$262,814
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,101,962
Total plan assets at beginning of year	2012-12-31	$839,148
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$79,490
Other income received	2012-12-31	$155,767
Net income (gross income less expenses)	2012-12-31	$262,814
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,101,962
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$839,148
Total contributions received or receivable from employer(s)	2012-12-31	$27,557
2011 : CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$94,642
Expenses. Total of all expenses incurred	2011-12-31	$735
Total plan assets at end of year	2011-12-31	$839,148
Total plan assets at beginning of year	2011-12-31	$745,241
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$69,968
Contributions received from other sources (not participants or employers)	2011-12-31	$89,293
Other income received	2011-12-31	$-86,823
Net income (gross income less expenses)	2011-12-31	$93,907
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$839,148
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$745,241
Total contributions received or receivable from employer(s)	2011-12-31	$22,204
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$735
2010 : CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$263,831
Expenses. Total of all expenses incurred	2010-12-31	$41,444
Benefits paid (including direct rollovers)	2010-12-31	$40,522
Total plan assets at end of year	2010-12-31	$745,241
Total plan assets at beginning of year	2010-12-31	$522,854
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$58,472
Contributions received from other sources (not participants or employers)	2010-12-31	$98,131
Other income received	2010-12-31	$87,069
Net income (gross income less expenses)	2010-12-31	$222,387
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$745,241
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$522,854
Total contributions received or receivable from employer(s)	2010-12-31	$20,159
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$922

Form 5500 Responses for CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST

2021: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CATALYST FINANCIAL COMPANY RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CATALYST FINANCIAL COMPANY
Employer identification number (EIN):	760438411
NAIC Classification:	523900

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1994-05-26
Company Identification Number:	0131360700
Legal Registered Office Address:	1136 N KIRKWOOD RD HOUSTON United States of America (USA) 77043