2023 Form 5500 filing — Coldstream Service Holdings, Inc. Employee Stock Ownership Plan

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 20240726143513NAL0026783744001) for Coldstream Service Holdings, Inc. Employee Stock Ownership Plan, reported by Coldstream Service Holdings, Inc. under EIN 87-2620740 and plan number 002. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240726143513NAL0026783744001
Filing year
2023
Form type
2
Plan sponsor
Coldstream Service Holdings, Inc.
EIN
87-2620740
Plan number
002
Location
Warrendale, PA
Participants
54
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,100,000
Total liabilities (EOY)
$17,571,797
Net assets (EOY)
-$10,471,797
Employer contributions
$653,199
Total income / additions
$2,493,199
Benefits paid
$309,825
Total expenses
$316,048
Net increase / (decrease)
$2,177,151
Schedule source
Schedule I

Related Form 5500 pages