2023 Form 5500 filing — Columbia Food Service Company, 401(K) Profit Sharing Plan And Trust
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 20250402154050NAL0005458499001) for Columbia Food Service Company, 401(K) Profit Sharing Plan And Trust, reported by Columbia Food Service Company under EIN 59-2532997 and plan number 001. It reports 1,209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250402154050NAL0005458499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbia Food Service Company
- EIN
- 59-2532997
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 1,209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,696,084
- Net assets (EOY)
- $10,696,084
- Employer contributions
- $687,486
- Participant contributions
- $1,162,997
- Total income / additions
- $3,192,424
- Benefits paid
- $541,779
- Administrative expenses
- $63,698
- Total expenses
- $605,477
- Net increase / (decrease)
- $2,586,947
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $27,645 | $0 |
| Empower Annuity Insurance Company | RECORD KEEPER | $23,400 | $0 |
| Planned Retirement Consultants & Ad | CONTRACT ADMIN | $6,958 | $0 |
| Empower Advisory Group LLC | INVESTTMENT MGMT | $4,717 | $0 |
| Planned Retirement Consultants & Ad | OTHER | $39 | $0 |