Colorado Springs Independence Center 403b Plan — Form 5500 plan (Colorado Springs Independence Center)
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 Springs Independence Center 403b Plan is a benefit plan reported by Colorado Springs Independence Center under EIN 84-1052916 and plan number 001. The latest loaded filing year is 2023. The filing reports 298 participants and $3,629,280 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colorado Springs Independence Center
- EIN
- 84-1052916
- Plan number
- 001
- Plan type
- 2
- Location
- Colorado Springs, CO
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $3,629,280
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20240924112046NAL0017377488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,629,280
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,629,280
- Net assets (BOY)
- $3,206,006
Income & contributions
- Employer contributions
- $47,484
- Participant contributions
- $132,992
- Total contributions
- $194,781
- Total income / additions
- $740,907
Expenses & distributions
- Benefits paid
- $309,242
- Administrative expenses
- $8,391
- Total expenses
- $317,633
- Net increase / (decrease)
- $423,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,891 | $13,134 | 2023 |
| Biggskofford Cpas | NONE | $6,500 | not reported in the loaded dataset | 2023 |