2023 Form 5500 filing — Colquitt Emc 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 20241004063859NAL0011813569001) for Colquitt Emc Retirement Plan, reported by Colquitt Electric Membership Corporation under EIN 58-0201495 and plan number 002. It reports 203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241004063859NAL0011813569001
Filing year
2023
Form type
2
Plan sponsor
Colquitt Electric Membership Corporation
EIN
58-0201495
Plan number
002
Location
Moultrie, GA
Participants
203
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$56,260,451
Total liabilities (EOY)
$0
Net assets (EOY)
$56,260,451
Employer contributions
$1,973,599
Participant contributions
$1,305,585
Total income / additions
$9,641,225
Benefits paid
$4,982,978
Administrative expenses
$1,950
Total expenses
$4,984,928
Net increase / (decrease)
$4,656,297
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Raymond James Fin Svcs AdvisorsINVESTMENT ADVISOR$120,515not reported in the loaded dataset
Ascensus IncTPA$0$63,125
Empower Annuity Insurance CompanyRECORDKEEPER$1,950$0

Related Form 5500 pages