Colson Group Holdings, LLC. Employees' Retirement Plan — Form 5500 plan (Colson Group Holdings, LLC)

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, Colson Group Holdings, LLC. Employees' Retirement Plan is a benefit plan reported by Colson Group Holdings, LLC under EIN 36-3041768 and plan number 002. The latest loaded filing year is 2023. The filing reports 506 participants and $32,837,389 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Colson Group Holdings, LLC
EIN
36-3041768
Plan number
002
Plan type
2
Location
Oakbrook Terrace, IL
Latest filing year
2023
Participants
506
End-of-year plan assets
$32,837,389

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023506H, C20250403120216NAL0006360947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,837,389
Total liabilities (EOY)
$0
Net assets (EOY)
$32,837,389
Net assets (BOY)
$26,206,654

Income & contributions

Employer contributions
$1,042,905
Participant contributions
$2,461,065
Total contributions
$3,807,496
Total income / additions
$9,158,595

Expenses & distributions

Benefits paid
$5,148,108
Administrative expenses
$56,644
Total expenses
$5,206,393
Net increase / (decrease)
$3,952,202

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$40,894$02023
Rsm Us LlpACCOUNTANT$15,750not reported in the loaded dataset2023

Related Form 5500 pages