2023 Form 5500 filing — Colwen Management, Inc. 401(K) Benefit 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 20241028135217NAL0007402946001) for Colwen Management, Inc. 401(K) Benefit Plan, reported by Colwen Management, Inc. under EIN 02-0526858 and plan number 001. It reports 1,049 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)$13.6MReported net assets$13,648,013
Participants1K1,049
Provider compensation$40.3K1 Schedule C row(s)$40,316
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241028135217NAL0007402946001
Plan sponsor
Colwen Management, Inc.
EIN
02-0526858
Plan number
001
Location
Portsmouth, NH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$13.6M total assets
Net assets$13.6MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$691K
Participant$1.1M
Full reported line items
Total assets (EOY)
$13,648,013
Total liabilities (EOY)
$0
Net assets (EOY)
$13,648,013
Employer contributions
$691,023
Participant contributions
$1,127,952
Total income / additions
$3,745,322
Benefits paid
$1,086,956
Administrative expenses
$40,316
Total expenses
$1,127,272
Net increase / (decrease)
$2,618,050
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER/CUSTODIAN · Direct $40.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241028135217NAL0007402946001 cover?
It is the 2023 Form 5500 filing for Colwen Management, Inc. 401(K) Benefit Plan, reported by Colwen Management, Inc. (EIN 02-0526858).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages