Plan5500

Collaborative Industries, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Collaborative Industries, 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, Collaborative Industries, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Collaborative Industries, Inc. under EIN 20-5709688 and plan number 002. The latest loaded filing year is 2023. The filing reports 569 participants and $5,136,965 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Collaborative Industries, Inc.
EIN
20-5709688
Plan number
002
Plan type
2
Location
Lincoln, NE
Latest filing year
2023
Participants
569
End-of-year plan assets
$5,136,965

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023569H, C20241014144320NAL0052720098001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,136,965
Total liabilities (EOY)
$0
Net assets (EOY)
$5,136,965
Net assets (BOY)
$4,553,760

Income & contributions

Employer contributions
$99,170
Participant contributions
$370,412
Total contributions
$469,582
Total income / additions
$1,275,554

Expenses & distributions

Benefits paid
$597,670
Administrative expenses
$71,948
Total expenses
$692,349
Net increase / (decrease)
$583,205

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hightower Advisors, LLCINVESTMENT ADVISORY$16,111not reported in the loaded dataset2023
Bickling Financial Services, Inc.INVESTMENT ADVISORY$7,924not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$3,363not reported in the loaded dataset2023

Related Form 5500 pages