2023 Form 5500 filing — Colson Group Holdings, LLC. Employees' 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 20250403120216NAL0006360947001) for Colson Group Holdings, LLC. Employees' Retirement Plan, reported by Colson Group Holdings, LLC under EIN 36-3041768 and plan number 002. It reports 506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403120216NAL0006360947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colson Group Holdings, LLC
- EIN
- 36-3041768
- Plan number
- 002
- Location
- Oakbrook Terrace, IL
- Participants
- 506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,837,389
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,837,389
- Employer contributions
- $1,042,905
- Participant contributions
- $2,461,065
- Total income / additions
- $9,158,595
- Benefits paid
- $5,148,108
- Administrative expenses
- $56,644
- Total expenses
- $5,206,393
- Net increase / (decrease)
- $3,952,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $40,894 | $0 |
| Rsm Us Llp | ACCOUNTANT | $15,750 | not reported in the loaded dataset |