Colwell Industries, Inc. 401(K) Savings Plan — Form 5500 plan (Colwell Industries, 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, Colwell Industries, Inc. 401(K) Savings Plan is a benefit plan reported by Colwell Industries, Inc. under EIN 20-0488361 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $10,826,492 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Colwell Industries, Inc.
EIN
20-0488361
Plan number
002
Plan type
2
Location
Kendallville, IN
Latest filing year
2023
Participants
156
End-of-year plan assets
$10,826,492

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20241015090035NAL0027888577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,826,492
Total liabilities (EOY)
$0
Net assets (EOY)
$10,826,492
Net assets (BOY)
$11,557,425

Income & contributions

Employer contributions
$196,304
Participant contributions
$365,081
Total contributions
$561,385
Total income / additions
$1,966,603

Expenses & distributions

Benefits paid
$2,675,994
Administrative expenses
$21,542
Total expenses
$2,697,536
Net increase / (decrease)
-$730,933

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity Services LLC DbINVESTMENT ADVISOR$21,542not reported in the loaded dataset2023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$0$02023

Related Form 5500 pages