2023 Form 5500 filing — Colony Brands, Inc. Retirement Savings 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 20240730135119NAL0034367056004) for Colony Brands, Inc. Retirement Savings Plan, reported by Colony Brands, Inc. under EIN 39-0869862 and plan number 002. It reports 2,498 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730135119NAL0034367056004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colony Brands, Inc.
- EIN
- 39-0869862
- Plan number
- 002
- Location
- Monroe, WI
- Participants
- 2,498
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $174,776,590
- Net assets (EOY)
- $174,776,590
- Employer contributions
- $3,583,941
- Participant contributions
- $8,312,620
- Total income / additions
- $38,978,923
- Benefits paid
- $19,168,363
- Administrative expenses
- $83,630
- Total expenses
- $19,251,993
- Net increase / (decrease)
- $19,726,930
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking | CONSULTANT | $60,000 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $23,630 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |