2023 Form 5500 filing — Columbus House, 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 20250324092336NAL0012692657001) for Columbus House, Inc. 401(K) Savings Plan, reported by Columbus House, Inc. under EIN 22-2511873 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250324092336NAL0012692657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbus House, Inc.
- EIN
- 22-2511873
- Plan number
- 001
- Location
- New Haven, CT
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,032,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,032,222
- Employer contributions
- $97,368
- Participant contributions
- $236,981
- Total income / additions
- $1,046,198
- Benefits paid
- $897,081
- Administrative expenses
- $29,850
- Total expenses
- $944,025
- Net increase / (decrease)
- $102,173
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $18,556 | $0 |
| Beirne Wealth Consulting Services | ADVISOR | $11,022 | not reported in the loaded dataset |