Coler Healthcare 401(K) Plan — Form 5500 plan (Coler Healthcare, Ltd.)
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, Coler Healthcare 401(K) Plan is a benefit plan reported by Coler Healthcare, Ltd. under EIN 82-3631052 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $5,932,132 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coler Healthcare, Ltd.
- EIN
- 82-3631052
- Plan number
- 001
- Plan type
- 2
- Location
- Zanesville, OH
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $5,932,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241011124508NAL0022762241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,932,132
- Net assets (EOY)
- $5,932,132
- Net assets (BOY)
- $4,480,111
Income & contributions
- Employer contributions
- $215,983
- Participant contributions
- $438,769
- Total contributions
- $655,550
- Total income / additions
- $1,585,681
Expenses & distributions
- Benefits paid
- $116,573
- Administrative expenses
- $17,087
- Total expenses
- $133,660
- Net increase / (decrease)
- $1,452,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $12,141 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,612 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $334 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coler Healthcare, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Zanesville, OH
- Wells Fargo Clearing Services LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation