Colmac Retirement Plan — Form 5500 plan (Colmac Holding Company, Inc.)

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, Colmac Retirement Plan is a benefit plan reported by Colmac Holding Company, Inc. under EIN 91-1315920 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $13,555,229 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Colmac Holding Company, Inc.
EIN
91-1315920
Plan number
001
Plan type
2
Location
Colville, WA
Latest filing year
2023
Participants
356
End-of-year plan assets
$13,555,229

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023356H, C20240904112201NAL0019644337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,555,229
Total liabilities (EOY)
$0
Net assets (EOY)
$13,555,229
Net assets (BOY)
$10,666,956

Income & contributions

Employer contributions
$440,021
Participant contributions
$768,867
Total contributions
$1,220,097
Total income / additions
$3,284,587

Expenses & distributions

Benefits paid
$371,078
Administrative expenses
$25,236
Total expenses
$396,314
Net increase / (decrease)
$2,888,273

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$17,483$02023
Empower Advisory Group, LLCINVESTMENT MGMT$7,753not reported in the loaded dataset2023

Related Form 5500 pages