Colt Retirement Defined Benefit Plan — Form 5500 plan (Colt'S Manufacturing Company 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, Colt Retirement Defined Benefit Plan is a benefit plan reported by Colt'S Manufacturing Company LLC under EIN 42-1589139 and plan number 002. The latest loaded filing year is 2023. The filing reports 487 participants and $10,677,505 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colt'S Manufacturing Company LLC
- EIN
- 42-1589139
- Plan number
- 002
- Plan type
- 2
- Location
- West Hartford, CT
- Latest filing year
- 2023
- Participants
- 487
- End-of-year plan assets
- $10,677,505
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 487 | H, C | 20241014104022NAL0025945361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,677,505
- Total liabilities (EOY)
- -$1,511
- Net assets (EOY)
- $10,679,016
- Net assets (BOY)
- $14,620,904
Income & contributions
- Employer contributions
- $1,505,000
- Total contributions
- $1,505,000
- Total income / additions
- $2,722,570
Expenses & distributions
- Benefits paid
- $6,050,158
- Administrative expenses
- $614,300
- Total expenses
- $6,664,458
- Net increase / (decrease)
- -$3,941,888
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | NONE | $166,455 | not reported in the loaded dataset | 2023 |
| Usi Advisors | NONE | $83,569 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $0 | $0 | 2023 |