Collum'S Administration & Maintenance Company, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Collum'S Administration And Maintenance Company, LLC)
Plain-English plan 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, Collum'S Administration & Maintenance Company, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Collum'S Administration And Maintenance Company, LLC under EIN 01-0679228 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $16,865,880 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Collum'S Administration And Maintenance Company, LLC
- EIN
- 01-0679228
- Plan number
- 001
- Plan type
- 2
- Location
- Allendale, SC
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $16,865,880
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20250113131717NAL0018494273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,865,880
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,865,880
- Net assets (BOY)
- $14,856,756
Income & contributions
- Employer contributions
- $1,000,000
- Participant contributions
- $347,500
- Total contributions
- $1,347,500
- Total income / additions
- $3,580,391
Expenses & distributions
- Benefits paid
- $1,510,128
- Administrative expenses
- $61,139
- Total expenses
- $1,571,267
- Net increase / (decrease)
- $2,009,124
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Synovus Trust Company, Na | TRUSTEE | $39,850 | not reported in the loaded dataset | 2023 |
| Ameritas | RECORDKEEPING | $18,173 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $5,307 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Collum'S Administration And Maintenance Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Allendale, SC
- Synovus Trust Company, Na — Schedule C compensation
- Ameritas — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation