Colonial Systems, Inc. Employee Stock Ownership Plan — Form 5500 plan (Colonial Systems, Inc.)
Plain-English plan 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, Colonial Systems, Inc. Employee Stock Ownership Plan is a benefit plan reported by Colonial Systems, Inc. under EIN 04-3152864 and plan number 002. The latest loaded filing year is 2023. The filing reports 29 participants and $19,869,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colonial Systems, Inc.
- EIN
- 04-3152864
- Plan number
- 002
- Plan type
- 2
- Location
- Littleton, MA
- Latest filing year
- 2023
- Participants
- 29
- End-of-year plan assets
- $19,869,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 29 | I | 20241014145815NAL0044986608001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $19,869,137
- Total liabilities (EOY)
- $8,978,621
- Net assets (EOY)
- $10,890,516
- Net assets (BOY)
- $8,269,250
Income & contributions
- Employer contributions
- $580,360
- Total income / additions
- $2,743,677
Expenses & distributions
- Total expenses
- $122,411
- Net increase / (decrease)
- $2,621,266
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.