2023 Form 5500 filing — Colwell Industries, Inc. 401(K) Savings 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 20241015090035NAL0027888577001) for Colwell Industries, Inc. 401(K) Savings Plan, reported by Colwell Industries, Inc. under EIN 20-0488361 and plan number 002. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015090035NAL0027888577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colwell Industries, Inc.
- EIN
- 20-0488361
- Plan number
- 002
- Location
- Kendallville, IN
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,826,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,826,492
- Employer contributions
- $196,304
- Participant contributions
- $365,081
- Total income / additions
- $1,966,603
- Benefits paid
- $2,675,994
- Administrative expenses
- $21,542
- Total expenses
- $2,697,536
- Net increase / (decrease)
- -$730,933
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC Db | INVESTMENT ADVISOR | $21,542 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 |