Colonial Electric Supply Co, Inc Retirement Plan And Trust — Form 5500 plan (Colonial Electric Supply Co 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 Electric Supply Co, Inc Retirement Plan And Trust is a benefit plan reported by Colonial Electric Supply Co Inc under EIN 23-1879041 and plan number 001. The latest loaded filing year is 2023. The filing reports 571 participants and $45,091,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colonial Electric Supply Co Inc
- EIN
- 23-1879041
- Plan number
- 001
- Plan type
- 2
- Location
- King Of Prussia, PA
- Latest filing year
- 2023
- Participants
- 571
- End-of-year plan assets
- $45,091,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 571 | H, C | 20250929091036NAL0013641856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,091,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,091,497
- Net assets (BOY)
- $33,070,199
Income & contributions
- Employer contributions
- $460,411
- Participant contributions
- $2,699,745
- Total contributions
- $3,209,362
- Total income / additions
- $9,653,905
Expenses & distributions
- Benefits paid
- $2,462,601
- Administrative expenses
- $96,733
- Total expenses
- $2,580,131
- Net increase / (decrease)
- $7,073,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo | N/A | $74,647 | $0 | 2023 |
| Siana Carr O'Connor & Lynam, Llp | ACCOUNTANT | $15,000 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $7,084 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Colonial Electric Supply Co Inc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in King Of Prussia, PA
- Wells Fargo — Schedule C compensation
- Siana Carr O'Connor & Lynam, Llp — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation