Columbia Property Trust 401(K) Plan — Form 5500 plan (Columbia Property Trust, Inc.)

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, Columbia Property Trust 401(K) Plan is a benefit plan reported by Columbia Property Trust, Inc. under EIN 20-0068852 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $31,074,177 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Columbia Property Trust, Inc.
EIN
20-0068852
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
193
End-of-year plan assets
$31,074,177

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023193H, C20241011081415NAL0012283347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,074,177
Total liabilities (EOY)
$0
Net assets (EOY)
$31,074,177
Net assets (BOY)
$31,232,792

Income & contributions

Employer contributions
$1,580,199
Participant contributions
$1,581,108
Total contributions
$3,944,887
Total income / additions
$9,063,949

Expenses & distributions

Benefits paid
$9,076,087
Administrative expenses
$146,477
Total expenses
$9,222,564
Net increase / (decrease)
-$158,615

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Regions BankADVISOR$77,044not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$58,420$02023
Strategic Advisors, Inc.ADVISOR$11,013not reported in the loaded dataset2023

Related Form 5500 pages