2023 Form 5500 filing — Collaborative Industries, Inc. 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 20241014144320NAL0052720098001) for Collaborative Industries, Inc. 401(K) Profit Sharing Plan, reported by Collaborative Industries, Inc. under EIN 20-5709688 and plan number 002. It reports 569 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144320NAL0052720098001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Collaborative Industries, Inc.
- EIN
- 20-5709688
- Plan number
- 002
- Location
- Lincoln, NE
- Participants
- 569
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,136,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,136,965
- Employer contributions
- $99,170
- Participant contributions
- $370,412
- Total income / additions
- $1,275,554
- Benefits paid
- $597,670
- Administrative expenses
- $71,948
- Total expenses
- $692,349
- Net increase / (decrease)
- $583,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hightower Advisors, LLC | INVESTMENT ADVISORY | $16,111 | not reported in the loaded dataset |
| Bickling Financial Services, Inc. | INVESTMENT ADVISORY | $7,924 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $3,363 | not reported in the loaded dataset |