Plan5500

Carbondale, 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, Carbondale, CO has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $11,676,808 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Carbondale

  • 4 loaded plans hold $11.7M in reported assets across 4 sponsors.
  • The largest, Backbone Group LLC 401(K) Plan, holds 76% of reported Carbondale plan assets.
  • Plans cover 207 participants — about 52 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 25% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.7MSummed across loaded plans$11,676,671
Total reported assets$11.7M$11,676,808
Total reported participants207
Total reported liabilities$137

Reported net position

Reported assets = net assets + liabilities (summed)$11.7M total assets
Net assets$11.7MLiabilities$137
Contributions & income
Employer contributions$337.8K
Participant contributions$897.3K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$426.3K
Total expenses$451.5K
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation1 / 4 (25%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Carbondale, 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

Carbondale market comparison

Largest plan share of assets76%Backbone Group LLC 401(K) Plan
Participants per plan52Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Carbondale

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

  1. 1
    Backbone Group LLC 401(K) Plan$8.9M
    Backbone Group LLC · 2023
  2. 2
    Scelr, Inc. 401(K) Profit Sharing Plan$2.4M
    Scelr, Inc. · 2023
  3. 3
    Geronimo Ventures, LLC Retirement Savings Plan$388.8K
    Geronimo Ventures, LLC · 2023
  4. 4
    Umbrella Roofing, Inc. Self Funded Medical Reimbursement Plan$48.2K
    Umbrella Roofing, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Carbondale, CO?
4 plan(s) reported by 4 sponsor(s) are loaded for Carbondale, CO.

Related Form 5500 pages