2023 Form 5500 filing — Columbine Management Services Inc. 401(K) Retirement 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 20240808192045NAL0002902355001) for Columbine Management Services Inc. 401(K) Retirement Plan And Trust, reported by Columbine Management Services under EIN 84-1250112 and plan number 001. It reports 1,475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808192045NAL0002902355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbine Management Services
- EIN
- 84-1250112
- Plan number
- 001
- Location
- Fort Collins, CO
- Participants
- 1,475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,693,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,693,217
- Employer contributions
- $18
- Participant contributions
- $2,755,266
- Total income / additions
- $6,935,519
- Benefits paid
- $4,361,377
- Administrative expenses
- $23,001
- Total expenses
- $4,386,414
- Net increase / (decrease)
- $2,549,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | ADVISOR | $0 | $51,458 |
| Fidelity Investments Institutional | RECORDKEEPER | $23,001 | $0 |