Columbia Academy 401(K) Plan — Form 5500 plan (Columbia Academy Lc)
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, Columbia Academy 401(K) Plan is a benefit plan reported by Columbia Academy Lc under EIN 54-1800967 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $2,065,787 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbia Academy Lc
- EIN
- 54-1800967
- Plan number
- 001
- Plan type
- 2
- Location
- Fulton, MD
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $2,065,787
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20240730143454NAL0011930019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,065,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,065,787
- Net assets (BOY)
- $1,606,635
Income & contributions
- Employer contributions
- $162,748
- Participant contributions
- $291,278
- Total contributions
- $454,026
- Total income / additions
- $693,934
Expenses & distributions
- Benefits paid
- $215,002
- Administrative expenses
- $19,780
- Total expenses
- $234,782
- Net increase / (decrease)
- $459,152
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $11,850 | $0 | 2023 |
| Snowden Capital Advisors LLC | ADVISOR | $7,930 | not reported in the loaded dataset | 2023 |