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 Sussex 401(K) Plan is a benefit plan reported by Crestview Management LLC under EIN 85-2570407 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,497 participants and $85,139,075 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,139,075
- Total liabilities (EOY)
- $118,354
- Net assets (EOY)
- $85,020,721
- Net assets (BOY)
- $71,733,639
Income & contributions
- Employer contributions
- $1,569,164
- Participant contributions
- $3,916,968
- Total contributions
- $5,946,060
- Total income / additions
- $20,556,331
Expenses & distributions
- Benefits paid
- $7,139,699
- Administrative expenses
- $22,975
- Total expenses
- $7,269,249
- Net increase / (decrease)
- $13,287,082