2023 Form 5500 filing — Colliers Engineering & Design, Inc. 401(K) Savings & 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 20241015084936NAL0027868897001) for Colliers Engineering & Design, Inc. 401(K) Savings & Retirement Plan, reported by Colliers Engineering & Design, Inc. under EIN 22-2651610 and plan number 002. It reports 2,276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084936NAL0027868897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colliers Engineering & Design, Inc.
- EIN
- 22-2651610
- Plan number
- 002
- Location
- Red Bank, NJ
- Participants
- 2,276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $233,512,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $233,512,755
- Employer contributions
- $4,891,832
- Participant contributions
- $16,828,227
- Total income / additions
- $59,042,534
- Benefits paid
- $18,769,323
- Administrative expenses
- $24,077
- Total expenses
- $18,892,815
- Net increase / (decrease)
- $40,149,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $422,417 | $0 |
| Newport Capital Group | NONE | $130,000 | not reported in the loaded dataset |
| Wiss | NONE | $18,000 | not reported in the loaded dataset |
| Mengel Metzger Barr & Co Llp | NONE | $9,500 | not reported in the loaded dataset |