2023 Form 5500 filing — Columbia Bank Cash Or Deferred Profit Sharing 401(K) Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240514143340NAL0056545856001) for Columbia Bank Cash Or Deferred Profit Sharing 401(K) Plan And Trust, reported by Columbia Banking System, Inc. under EIN 91-1422237 and plan number 002. It reports 3,120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
Participants3.1K3,120
Provider compensation$135.4K2 Schedule C row(s)$135,428
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240514143340NAL0056545856001
- Plan sponsor
- Columbia Banking System, Inc.
- EIN
- 91-1422237
- Plan number
- 002
- Location
- Tacoma, WA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $2,984,108
- Participant contributions
- $8,201,971
- Total income / additions
- $36,100,795
- Benefits paid
- $29,300,441
- Administrative expenses
- $135,728
- Total expenses
- $29,436,169
- Net increase / (decrease)
- $6,664,626
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $129,652 | $0 |
| Highland Capital Advisors LLC | NONE | $5,776 | not reported in the loaded dataset |