Columbiana Foods, Inc. 401k Profit Sharing Plan — Form 5500 plan (Columbiana Foods, 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, Columbiana Foods, Inc. 401k Profit Sharing Plan is a benefit plan reported by Columbiana Foods, Inc. under EIN 34-1237952 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $3,813,011 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Columbiana Foods, Inc.
EIN
34-1237952
Plan number
001
Plan type
2
Location
Youngstown, OH
Latest filing year
2023
Participants
235
End-of-year plan assets
$3,813,011

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20241014133352NAL0013357635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,813,011
Total liabilities (EOY)
$0
Net assets (EOY)
$3,813,011
Net assets (BOY)
$3,383,185

Income & contributions

Employer contributions
$97,911
Participant contributions
$194,273
Total contributions
$294,319
Total income / additions
$815,226

Expenses & distributions

Benefits paid
$361,737
Administrative expenses
$23,663
Total expenses
$385,400
Net increase / (decrease)
$429,826

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisor Network LLCINVESTMENT ADVISORY-PLAN$8,711not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$2,176not reported in the loaded dataset2023

Related Form 5500 pages