2023 Form 5500 filing — Colder'S, Inc. 401(K) 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 20250128064034NAL0013154465001) for Colder'S, Inc. 401(K) Plan, reported by Colder'S, Inc. under EIN 39-1750149 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250128064034NAL0013154465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colder'S, Inc.
- EIN
- 39-1750149
- Plan number
- 001
- Location
- West Allis, WI
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,525,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,525,157
- Employer contributions
- $0
- Participant contributions
- $424,333
- Total income / additions
- $1,678,286
- Benefits paid
- $960,516
- Administrative expenses
- $36,361
- Total expenses
- $996,877
- Net increase / (decrease)
- $681,409
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harbour Investments Inc. | INVESTMENT AD | $10,800 | $0 |
| Rhoda, Smith & Associates, S.C. | AUDITOR | $7,785 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,321 | $0 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $6,091 | $0 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $5,176 | $0 |
| Empower Advisory Group | INVESTMENT MGMT | $188 | $0 |