2023 Form 5500 filing — The Colony Group, LLC 401(K) Profit Sharing 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 20241004150452NAL0019839184001) for The Colony Group, LLC 401(K) Profit Sharing Plan, reported by The Colony Group, LLC under EIN 90-0751149 and plan number 001. It reports 417 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)$70.6MReported net assets$70,605,041
Participants417
Provider compensation$29K2 Schedule C row(s)$29,025
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004150452NAL0019839184001
- Plan sponsor
- The Colony Group, LLC
- EIN
- 90-0751149
- Plan number
- 001
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
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)$70.6M total assets
Net assets$70.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $70,605,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,605,041
- Employer contributions
- $2,663,081
- Participant contributions
- $4,284,946
- Total income / additions
- $22,794,811
- Benefits paid
- $1,685,137
- Administrative expenses
- $29,182
- Total expenses
- $1,714,319
- Net increase / (decrease)
- $21,080,492
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Berry Dunn Mcneil & Parker, LLC | N/A | $17,550 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | N/A | $11,475 | not reported in the loaded dataset |