2023 Form 5500 filing — Colonial Electric Supply Co, 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 20250929091036NAL0013641856001) for Colonial Electric Supply Co, Inc Retirement Plan And Trust, reported by Colonial Electric Supply Co Inc under EIN 23-1879041 and plan number 001. It reports 571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250929091036NAL0013641856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colonial Electric Supply Co Inc
- EIN
- 23-1879041
- Plan number
- 001
- Location
- King Of Prussia, PA
- Participants
- 571
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,091,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,091,497
- Employer contributions
- $460,411
- Participant contributions
- $2,699,745
- Total income / additions
- $9,653,905
- Benefits paid
- $2,462,601
- Administrative expenses
- $96,733
- Total expenses
- $2,580,131
- Net increase / (decrease)
- $7,073,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo | N/A | $74,647 | $0 |
| Siana Carr O'Connor & Lynam, Llp | ACCOUNTANT | $15,000 | $0 |
| Adp, Inc. | RECORD KEEPER | $7,084 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |