Colonial Metals Company Retirement Income Plan — Form 5500 plan (Columbia Reduction Company)
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 Metals Company Retirement Income Plan is a benefit plan reported by Columbia Reduction Company under EIN 23-1380289 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $5,750,283 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbia Reduction Company
- EIN
- 23-1380289
- Plan number
- 001
- Plan type
- 2
- Location
- Columbia, PA
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $5,750,283
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241212112130NAL0014424049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,750,283
- Total liabilities (EOY)
- $35,273
- Net assets (EOY)
- $5,715,010
- Net assets (BOY)
- $5,979,774
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $514,093
Expenses & distributions
- Benefits paid
- $739,473
- Administrative expenses
- $39,384
- Total expenses
- $778,857
- Net increase / (decrease)
- -$264,764
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel | NONE | $26,545 | not reported in the loaded dataset | 2023 |
| American Trust Company | NONE | $12,839 | $0 | 2023 |
| Dimensional Fund Advisors Lp | NONE | $0 | $0 | 2023 |
| Fidelity Brokerage Services LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Columbia Reduction Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Columbia, PA
- Conrad Siegel — Schedule C compensation
- American Trust Company — Schedule C compensation
- Dimensional Fund Advisors Lp — Schedule C compensation
- Fidelity Brokerage Services LLC — Schedule C compensation