2023 Form 5500 filing — Colorado Academy Defined Contribution Retirement 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 20241007115600NAL0016016673001) for Colorado Academy Defined Contribution Retirement Plan, reported by Colorado Academy under EIN 84-0421874 and plan number 001. It reports 508 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007115600NAL0016016673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colorado Academy
- EIN
- 84-0421874
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 508
- 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
- $1,279,407
- Participant contributions
- $1,270,874
- Total income / additions
- $10,348,200
- Benefits paid
- $3,796,119
- Administrative expenses
- $56,726
- Total expenses
- $3,852,845
- Net increase / (decrease)
- $6,495,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $39,280 | $0 |
| Eide Bailly | ADVISOR | $13,851 | not reported in the loaded dataset |
| Well And Good LLC | ADVISOR | $3,600 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $220 | $0 |