2023 Form 5500 filing — Collum'S Administration & Maintenance Company, LLC 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 20250113131717NAL0018494273001) for Collum'S Administration & Maintenance Company, LLC 401(K) Profit Sharing Plan, reported by Collum'S Administration And Maintenance Company, LLC under EIN 01-0679228 and plan number 001. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113131717NAL0018494273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Collum'S Administration And Maintenance Company, LLC
- EIN
- 01-0679228
- Plan number
- 001
- Location
- Allendale, SC
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,865,880
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,865,880
- Employer contributions
- $1,000,000
- Participant contributions
- $347,500
- Total income / additions
- $3,580,391
- Benefits paid
- $1,510,128
- Administrative expenses
- $61,139
- Total expenses
- $1,571,267
- Net increase / (decrease)
- $2,009,124
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Synovus Trust Company, Na | TRUSTEE | $39,850 | not reported in the loaded dataset |
| Ameritas | RECORDKEEPING | $18,173 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $5,307 | $0 |