2023 Form 5500 filing — Columbia Bank Cash Or Deferred Profit Sharing 401(K) Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240514143340NAL0056545856001) for Columbia Bank Cash Or Deferred Profit Sharing 401(K) Plan And Trust, reported by Columbia Banking System, Inc. under EIN 91-1422237 and plan number 002. It reports 3,120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240514143340NAL0056545856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbia Banking System, Inc.
- EIN
- 91-1422237
- Plan number
- 002
- Location
- Tacoma, WA
- Participants
- 3,120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $2,984,108
- Participant contributions
- $8,201,971
- Total income / additions
- $36,100,795
- Benefits paid
- $29,300,441
- Administrative expenses
- $135,728
- Total expenses
- $29,436,169
- Net increase / (decrease)
- $6,664,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $129,652 | $0 |
| Highland Capital Advisors LLC | NONE | $5,776 | not reported in the loaded dataset |