Columbia Care, Inc. 401(K) Plan — Form 5500 plan (Columbia Care, 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, Columbia Care, Inc. 401(K) Plan is a benefit plan reported by Columbia Care, Inc. under EIN 98-1488978 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,538 participants and $10,853,322 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Columbia Care, Inc.
EIN
98-1488978
Plan number
001
Plan type
2
Location
Chelmsford, MA
Latest filing year
2023
Participants
2,538
End-of-year plan assets
$10,853,322

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,538H, C20241011152251NAL0011116739001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,853,322
Total liabilities (EOY)
$0
Net assets (EOY)
$10,853,322
Net assets (BOY)
$6,973,903

Income & contributions

Employer contributions
$1,126,653
Participant contributions
$2,189,895
Total contributions
$3,512,533
Total income / additions
$4,955,709

Expenses & distributions

Benefits paid
$1,017,003
Administrative expenses
$59,287
Total expenses
$1,076,290
Net increase / (decrease)
$3,879,419

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs Retirement LLCRECORDKEEPING AND INFORM$38,839$02023
Redwood Private WealthINVESTMENT ADVISOR$20,448$02023

Related Form 5500 pages