2023 Form 5500 filing — Colonial Metals Company Retirement Income 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 20241212112130NAL0014424049001) for Colonial Metals Company Retirement Income Plan, reported by Columbia Reduction Company under EIN 23-1380289 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212112130NAL0014424049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbia Reduction Company
- EIN
- 23-1380289
- Plan number
- 001
- Location
- Columbia, PA
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,750,283
- Total liabilities (EOY)
- $35,273
- Net assets (EOY)
- $5,715,010
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $514,093
- Benefits paid
- $739,473
- Administrative expenses
- $39,384
- Total expenses
- $778,857
- Net increase / (decrease)
- -$264,764
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Conrad Siegel | NONE | $26,545 | not reported in the loaded dataset |
| American Trust Company | NONE | $12,839 | $0 |
| Dimensional Fund Advisors Lp | NONE | $0 | $0 |
| Fidelity Brokerage Services LLC | NONE | $0 | $0 |