Who sponsors the The Colony Group, LLC 401(K) Profit Sharing Plan?

The Colony Group, LLC 401(K) Profit Sharing Plan is reported as sponsored by The Colony Group, LLC (EIN 90-0751149, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for The Colony Group, LLC 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for The Colony Group, LLC 401(K) Profit Sharing Plan is 2023.

How many participants does The Colony Group, LLC 401(K) Profit Sharing Plan report?

The Colony Group, LLC 401(K) Profit Sharing Plan reports 417 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for The Colony Group, LLC 401(K) Profit Sharing Plan?

The Colony Group, LLC 401(K) Profit Sharing Plan reports $70,605,041 in end-of-year plan assets in its latest loaded Form 5500 filing.

The Colony Group, LLC 401(K) Profit Sharing Plan — Form 5500 plan (The Colony Group, LLC)

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, The Colony Group, LLC 401(K) Profit Sharing Plan is a benefit plan reported by The Colony Group, LLC under EIN 90-0751149 and plan number 001. The latest loaded filing year is 2023. The filing reports 417 participants and $70,605,041 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$70.6MPlan net assets, end of year$70,605,041

Participants417Covered participants reported

Assets / participant$169.3KComputed: assets ÷ participants$169,317 (computed)

Provider compensation$29K2 Schedule C provider row(s)$29,025

Plan sponsor: The Colony Group, LLC
EIN: 90-0751149
Plan number: 001
Plan type: 2
Location: Boston, MA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	417	H, C	20241004150452NAL0019839184001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$70.6M total assets

Net assets$70.6MLiabilities$0

Money in vs. money out

Total income / additions$22.8M

Total expenses$1.7M

Benefits paid / distributions$1.7M

Contributions

Employer$2.7M

Participant$4.3M

Full reported line items

Net assets

Total assets (EOY): $70,605,041
Total liabilities (EOY): $0
Net assets (EOY): $70,605,041
Net assets (BOY): $49,524,549

Income & contributions

Employer contributions: $2,663,081
Participant contributions: $4,284,946
Total contributions: $13,014,472
Total income / additions: $22,794,811

Expenses & distributions

Benefits paid: $1,685,137
Administrative expenses: $29,182
Total expenses: $1,714,319
Net increase / (decrease): $21,080,492

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Berry Dunn Mcneil & Parker, LLC	N/A	$17,550	not reported in the loaded dataset	2023
Sentinel Benefits Group, LLC	N/A	$11,475	not reported in the loaded dataset	2023