2023 Form 5500 filing — Cole Information Services 401(K) 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 20240913092442NAL0009688161001) for Cole Information Services 401(K) Plan, reported by Cole Information Services, Inc. under EIN 14-1897080 and plan number 001. It reports 35 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1MReported net assets$1,038,749
Participants35
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240913092442NAL0009688161001
Plan sponsor
Cole Information Services, Inc.
EIN
14-1897080
Plan number
001
Location
Omaha, NE
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$1M total assets
Net assets$1MLiabilities$0
Money in vs. money out
Total income / additions$364.5K
Total expenses$553.6K
Benefits paid / distributions$536.5K
Contributions
Employer$34K
Participant$115.8K
Full reported line items
Total assets (EOY)
$1,038,749
Total liabilities (EOY)
$0
Net assets (EOY)
$1,038,749
Employer contributions
$34,021
Participant contributions
$115,782
Total income / additions
$364,542
Benefits paid
$536,506
Administrative expenses
$10,112
Total expenses
$553,582
Net increase / (decrease)
-$189,040

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913092442NAL0009688161001 cover?
It is the 2023 Form 5500 filing for Cole Information Services 401(K) Plan, reported by Cole Information Services, Inc. (EIN 14-1897080).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages