Plan5500

Basalt, CO Form 5500 retirement and benefit plan filings

City Form 5500 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, Basalt, CO has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $9,743,258 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Basalt

  • 5 loaded plans hold $9.7M in reported assets across 5 sponsors.
  • The largest, Cottle, Carr, Yaw Architects, Ltd. 401k Profit Sharing Plan, holds 68% of reported Basalt plan assets.
  • Plans cover 63 participants — about 13 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.7MSummed across loaded plans$9,743,258
Total reported assets$9.7M$9,743,258
Total reported participants63
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.7M total assets
Net assets$9.7MLiabilities$0
Contributions & income
Employer contributions$215.5K
Participant contributions$574.2K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.2M
Net increase / (decrease)-$25.3K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Basalt, CO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Basalt market comparison

Largest plan share of assets68%Cottle, Carr, Yaw Architects, Ltd. 401k Profit Sharing Plan
Participants per plan13Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Basalt

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cottle, Carr, Yaw Architects, Ltd. 401k Profit Sharing Plan$6.6M
    Cottle, Carr, Yaw Profit Sharing 401k · 2023
  2. 2
    Profit Sharing Plan For Ken Ransford, P.C.$1.6M
    Ken Ransford Pc · 2023
  3. 3
    Basalt Trade Associates LLC 401k Profit Sharing Plan & Trust$1.4M
    Basalt Trade Associates, L.L.C. · 2023
  4. 4
    Gordo Analytics, Inc. Retirement Plan$132.2K
    Gordo Analytics, Inc. · 2023
  5. 5
    Marquez Maintenance, LLC Self Funded Medical Reimbursement Plan$21.2K
    Marquez Maintenance, LLC · 2023

Largest plans in Basalt → · Basalt plans by participants → · Basalt plans with financial data → · Basalt plans with provider compensation → · $1B+ plans in Basalt →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Basalt, CO?
5 plan(s) reported by 5 sponsor(s) are loaded for Basalt, CO.

Related Form 5500 pages