2023 Form 5500 filing — Colonna'S Shipyard, Inc. Retirement 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 20240820073042NAL0002426177001) for Colonna'S Shipyard, Inc. Retirement Plan, reported by Colonna'S Shipyard, Inc. under EIN 54-0177940 and plan number 001. It reports 904 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)$40.6MReported net assets$40,642,972
Participants904
Provider compensation$141.3K3 Schedule C row(s)$141,331
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240820073042NAL0002426177001
Plan sponsor
Colonna'S Shipyard, Inc.
EIN
54-0177940
Plan number
001
Location
Norfolk, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$40.6M total assets
Net assets$40.6MLiabilities$0
Money in vs. money out
Total income / additions$11.4M
Total expenses$5.2M
Benefits paid / distributions$5M
Contributions
Employer$1.1M
Participant$3.3M
Full reported line items
Total assets (EOY)
$40,642,972
Total liabilities (EOY)
$0
Net assets (EOY)
$40,642,972
Employer contributions
$1,085,462
Participant contributions
$3,349,652
Total income / additions
$11,430,449
Benefits paid
$5,047,886
Administrative expenses
$141,331
Total expenses
$5,196,056
Net increase / (decrease)
$6,234,393
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $98K · Indirect $0
  2. 2
    BROKER · Direct $30.6K
  3. 3
    ADVISOR · Direct $12.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240820073042NAL0002426177001 cover?
It is the 2023 Form 5500 filing for Colonna'S Shipyard, Inc. Retirement Plan, reported by Colonna'S Shipyard, Inc. (EIN 54-0177940).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages