2023 Form 5500 filing — Columbia Machine, Inc. Retirement Plan And Trust
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 20241014154850NAL0015240579001) for Columbia Machine, Inc. Retirement Plan And Trust, reported by Columbia Machine, Inc. under EIN 91-0600653 and plan number 003. It reports 763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014154850NAL0015240579001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Columbia Machine, Inc.
- EIN
- 91-0600653
- Plan number
- 003
- Location
- Vancouver, WA
- Participants
- 763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,916,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,916,146
- Employer contributions
- $2,446,939
- Participant contributions
- $4,390,298
- Total income / additions
- $19,320,817
- Benefits paid
- $6,793,694
- Administrative expenses
- $179,841
- Total expenses
- $7,024,987
- Net increase / (decrease)
- $12,295,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $95,048 | not reported in the loaded dataset |
| Retirement Consulting Group, Inc. | NONE | $62,400 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $22,393 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |