Colder'S, Inc. 401(K) Plan — Form 5500 plan (Colder'S, 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, Colder'S, Inc. 401(K) Plan is a benefit plan reported by Colder'S, Inc. under EIN 39-1750149 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $9,525,157 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colder'S, Inc.
- EIN
- 39-1750149
- Plan number
- 001
- Plan type
- 2
- Location
- West Allis, WI
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $9,525,157
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20250128064034NAL0013154465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,525,157
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,525,157
- Net assets (BOY)
- $8,843,748
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $424,333
- Total contributions
- $440,485
- Total income / additions
- $1,678,286
Expenses & distributions
- Benefits paid
- $960,516
- Administrative expenses
- $36,361
- Total expenses
- $996,877
- Net increase / (decrease)
- $681,409
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Harbour Investments Inc. | INVESTMENT AD | $10,800 | $0 | 2023 |
| Rhoda, Smith & Associates, S.C. | AUDITOR | $7,785 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,321 | $0 | 2023 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $6,091 | $0 | 2023 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $5,176 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MGMT | $188 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Colder'S, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in West Allis, WI
- Harbour Investments Inc. — Schedule C compensation
- Rhoda, Smith & Associates, S.C. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Blue Chip Retirement Plans, Inc. — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation