Colortech, Inc. 401(K) Plan — Form 5500 plan (Colortech, 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, Colortech, Inc. 401(K) Plan is a benefit plan reported by Colortech, Inc. under EIN 62-1292100 and plan number 001. The latest loaded filing year is 2023. The filing reports 289 participants and $12,703,856 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Colortech, Inc.
EIN
62-1292100
Plan number
001
Plan type
2
Location
Morristown, TN
Latest filing year
2023
Participants
289
End-of-year plan assets
$12,703,856

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023289H, C20241014125352NAL0046021360001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,703,856
Total liabilities (EOY)
$0
Net assets (EOY)
$12,703,856
Net assets (BOY)
$10,380,769

Income & contributions

Employer contributions
$408,220
Participant contributions
$838,852
Total contributions
$1,279,957
Total income / additions
$2,873,056

Expenses & distributions

Benefits paid
$488,394
Administrative expenses
$61,575
Total expenses
$549,969
Net increase / (decrease)
$2,323,087

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT ADVISOR$44,852not reported in the loaded dataset2023
Acuff & Associates, Inc.CONTRACT ADMINISTRATOR$2,073$10,0002023

Related Form 5500 pages