2023 Form 5500 filing — Columbus Organization 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 20241010083538NAL0033609840001) for Columbus Organization 401(K) Plan, reported by Columbus Medical Services, LLC under EIN 75-2690132 and plan number 001. It reports 909 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010083538NAL0033609840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbus Medical Services, LLC
- EIN
- 75-2690132
- Plan number
- 001
- Location
- Blue Bell, PA
- Participants
- 909
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,141,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,141,766
- Employer contributions
- $264,470
- Participant contributions
- $1,623,280
- Total income / additions
- $4,087,499
- Benefits paid
- $974,509
- Administrative expenses
- $113,556
- Total expenses
- $1,089,115
- Net increase / (decrease)
- $2,998,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $86,936 | $0 |
| Kathmere Capital Management | NONE | $26,620 | not reported in the loaded dataset |