Windsor, CO Form 5500 retirement and benefit plan filings

City Form 5500 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, Windsor, CO has 18 loaded benefit plan(s) reported by 18 plan sponsor(s), with $31,279,779 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
18
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$31,279,779
Total reported liabilities (EOY)
$6,143,966
Total reported net assets (EOY)
$25,135,813

Contributions & income

Employer contributions
$811,290
Participant contributions
$1,093,143
Total income / additions
$8,100,788

Expenses & distributions

Benefits paid / distributions
$1,375,586
Total expenses
$1,547,296
Net increase / (decrease)
$6,553,492

Coverage

Total reported participants
944
Plans with financial statements
15
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Windsor, CO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Windsor, CO
PlanSponsorReported assets (EOY)Year
Cpp, Inc. 401(K) PlanCpp, Inc.$10,463,3212023
Efh Esop, Inc. Employee Stock Ownership PlanEfh Esop, Inc. D/B/A Advanced Roofing Technologies$4,570,0052023
Trollco, Inc. 401(K) PlanTrollco, Inc.$4,459,2592023
North Colorado Spine Center, LLC 401(K) PlanNorth Colorado Spine Center, LLC$3,826,8432023
Davinci Employee Stock Ownership PlanDavinci Sign Systems, Inc.$2,965,5852023
Pacific Commercial Group, Inc. Profit Sharing 401k PlanPacific Commercial Group, Inc.$2,781,4672023
Saxon Capital, Inc. 401(K) Profit Sharing PlanSaxon Capital, Inc.$855,6712023
Hoch Inc. 401(K) PlanHoch Inc.$589,1392023
Rockin Beverage Investment PlanRockin Beverage Inc$243,1082023
Apex Insurance Group Retirement PlanApex Insurance Group, Inc.$186,6232023
Reddog Investments Company 401(K) PlanReddog Investments Company$186,4682023
Madison River Partners 2, Inc. 401(K) Profit Sharing PlanMadison River Partners 2, Inc.$116,5942023
Belk Team Retirement PlanBelk Team, Inc.$35,6962023
Pelican Point, Inc. 401(K) Profit Sharing PlanPelican Point, Inc.$02023
3 Putt Enterprises Retirement Plan3 Putt Enterprises, Inc.$02023
Total Directional Services, LLC Welfare PlanTotal Directional Services, LLCnot reported in the loaded dataset2023
Black Label Services, Inc. Welfare Benefit PlanBlack Label Services, Inc.not reported in the loaded dataset2023
Kinetic Energy Services Welfare Benefit PlanKinetic Energy Services LLCnot reported in the loaded dataset2023

Related Form 5500 pages