2023 Form 5500 filing — The Colorado Health Foundation 401(K) 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 20240911084611NAL0006794705001) for The Colorado Health Foundation 401(K) Retirement Plan, reported by The Colorado Health Foundation under EIN 74-2568941 and plan number 003. It reports 127 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)$25.8MReported net assets$25,845,867
Participants127
Provider compensation$6881 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240911084611NAL0006794705001
Plan sponsor
The Colorado Health Foundation
EIN
74-2568941
Plan number
003
Location
Denver, CO
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)$25.8M total assets
Net assets$25.8MLiabilities$0
Money in vs. money out
Total income / additions$5.8M
Total expenses$843.9K
Benefits paid / distributions$828.2K
Contributions
Employer$1M
Participant$724.7K
Full reported line items
Total assets (EOY)
$25,845,867
Total liabilities (EOY)
$0
Net assets (EOY)
$25,845,867
Employer contributions
$1,009,133
Participant contributions
$724,739
Total income / additions
$5,848,209
Benefits paid
$828,232
Administrative expenses
$15,682
Total expenses
$843,914
Net increase / (decrease)
$5,004,295
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $688 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911084611NAL0006794705001 cover?
It is the 2023 Form 5500 filing for The Colorado Health Foundation 401(K) Retirement Plan, reported by The Colorado Health Foundation (EIN 74-2568941).
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