2023 Form 5500 filing — Columbia Sussex 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 20241013145418NAL0012466147001) for Columbia Sussex 401(K) Plan, reported by Crestview Management LLC under EIN 85-2570407 and plan number 003. It reports 4,497 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013145418NAL0012466147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crestview Management LLC
- EIN
- 85-2570407
- Plan number
- 003
- Location
- Crestview Hills, KY
- Participants
- 4,497
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,139,075
- Total liabilities (EOY)
- $118,354
- Net assets (EOY)
- $85,020,721
- Employer contributions
- $1,569,164
- Participant contributions
- $3,916,968
- Total income / additions
- $20,556,331
- Benefits paid
- $7,139,699
- Administrative expenses
- $22,975
- Total expenses
- $7,269,249
- Net increase / (decrease)
- $13,287,082
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $46,401 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$23,426 | $0 |