2023 Form 5500 filing — Coler Healthcare 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 20241011124508NAL0022762241001) for Coler Healthcare 401(K) Plan, reported by Coler Healthcare, Ltd. under EIN 82-3631052 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124508NAL0022762241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coler Healthcare, Ltd.
- EIN
- 82-3631052
- Plan number
- 001
- Location
- Zanesville, OH
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,932,132
- Net assets (EOY)
- $5,932,132
- Employer contributions
- $215,983
- Participant contributions
- $438,769
- Total income / additions
- $1,585,681
- Benefits paid
- $116,573
- Administrative expenses
- $17,087
- Total expenses
- $133,660
- Net increase / (decrease)
- $1,452,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $12,141 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $4,612 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $334 | not reported in the loaded dataset |