2023 Form 5500 filing — Wall Colmonoy Corporation 401(K) Plan
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 20240919153443NAL0008537184001) for Wall Colmonoy Corporation 401(K) Plan, reported by Wall Colmonoy Corporation under EIN 38-1143251 and plan number 002. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919153443NAL0008537184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wall Colmonoy Corporation
- EIN
- 38-1143251
- Plan number
- 002
- Location
- Madison Heights, MI
- Participants
- 367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,347,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,347,029
- Employer contributions
- $682,333
- Participant contributions
- $1,154,866
- Total income / additions
- $4,234,937
- Benefits paid
- $2,023,605
- Administrative expenses
- $83,469
- Total expenses
- $2,107,074
- Net increase / (decrease)
- $2,127,863
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Benefits Group, Inc. | TPA | $41,948 | not reported in the loaded dataset |
| Captrust Financial Advisor | ADVISOR | $34,059 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $7,462 | $0 |