2023 Form 5500 filing — Columbia Distributing 401(K) 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 20241118133754NAL0001020291001) for Columbia Distributing 401(K) Retirement Plan, reported by Coho Distributing LLC Dba Columbia Distributing under EIN 26-2863088 and plan number 002. It reports 2,756 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241118133754NAL0001020291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coho Distributing LLC Dba Columbia Distributing
- EIN
- 26-2863088
- Plan number
- 002
- Location
- Wilsonville, OR
- Participants
- 2,756
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $203,742,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $203,742,514
- Employer contributions
- $3,364,711
- Participant contributions
- $8,267,535
- Total income / additions
- $44,473,467
- Benefits paid
- $19,447,390
- Administrative expenses
- $298,709
- Total expenses
- $19,746,099
- Net increase / (decrease)
- $24,727,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $154,471 | $0 |
| Deschutes Portfolio Strategy, LLC | NONE | $74,991 | not reported in the loaded dataset |
| Deschutes Portfolio Strategy, LLC | NONE | $74,547 | not reported in the loaded dataset |