2023 Form 5500 filing — Columbia Helicopters, Inc. Amended And Restated Profit Sharing 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 20241011134712NAL0021970529001) for Columbia Helicopters, Inc. Amended And Restated Profit Sharing Plan, reported by Columbia Helicopters, Inc. under EIN 93-0462482 and plan number 001. It reports 910 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011134712NAL0021970529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbia Helicopters, Inc.
- EIN
- 93-0462482
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 910
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,880,083
- Total liabilities (EOY)
- $106
- Net assets (EOY)
- $88,879,977
- Employer contributions
- $902,928
- Participant contributions
- $3,462,485
- Total income / additions
- $20,643,992
- Benefits paid
- $19,749,670
- Administrative expenses
- $91,073
- Total expenses
- $19,840,743
- Net increase / (decrease)
- $803,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, LLC | CONSULTANT | $65,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $36,263 | not reported in the loaded dataset |
| Davis Wright Tremaine Llp | ATTORNEY/LEGAL | $6,444 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$16,484 | $0 |