Colorado Academy Defined Contribution Retirement Plan — Form 5500 plan (Colorado Academy)
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, Colorado Academy Defined Contribution Retirement Plan is a benefit plan reported by Colorado Academy under EIN 84-0421874 and plan number 001. The latest loaded filing year is 2023. The filing reports 508 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colorado Academy
- EIN
- 84-0421874
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 508
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 508 | H, C | 20241007115600NAL0016016673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $56,030,558
Income & contributions
- Employer contributions
- $1,279,407
- Participant contributions
- $1,270,874
- Total contributions
- $2,602,990
- Total income / additions
- $10,348,200
Expenses & distributions
- Benefits paid
- $3,796,119
- Administrative expenses
- $56,726
- Total expenses
- $3,852,845
- Net increase / (decrease)
- $6,495,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | RECORDKEEPER | $39,280 | $0 | 2023 |
| Eide Bailly | ADVISOR | $13,851 | not reported in the loaded dataset | 2023 |
| Well And Good LLC | ADVISOR | $3,600 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $220 | $0 | 2023 |