Colliers Engineering & Design, Inc. 401(K) Savings & Retirement Plan — Form 5500 plan (Colliers Engineering & Design, 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, Colliers Engineering & Design, Inc. 401(K) Savings & Retirement Plan is a benefit plan reported by Colliers Engineering & Design, Inc. under EIN 22-2651610 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,276 participants and $233,512,755 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colliers Engineering & Design, Inc.
- EIN
- 22-2651610
- Plan number
- 002
- Plan type
- 2
- Location
- Red Bank, NJ
- Latest filing year
- 2023
- Participants
- 2,276
- End-of-year plan assets
- $233,512,755
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,276 | H, C | 20241015084936NAL0027868897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $233,512,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $233,512,755
- Net assets (BOY)
- $188,069,862
Income & contributions
- Employer contributions
- $4,891,832
- Participant contributions
- $16,828,227
- Total contributions
- $24,664,891
- Total income / additions
- $59,042,534
Expenses & distributions
- Benefits paid
- $18,769,323
- Administrative expenses
- $24,077
- Total expenses
- $18,892,815
- Net increase / (decrease)
- $40,149,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $422,417 | $0 | 2023 |
| Newport Capital Group | NONE | $130,000 | not reported in the loaded dataset | 2023 |
| Wiss | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Mengel Metzger Barr & Co Llp | NONE | $9,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Colliers Engineering & Design, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Red Bank, NJ
- Prudential Retirement Insurance And — Schedule C compensation
- Newport Capital Group — Schedule C compensation
- Wiss — Schedule C compensation
- Mengel Metzger Barr & Co Llp — Schedule C compensation