Columbus House, Inc. 401(K) Savings Plan — Form 5500 plan (Columbus House, 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, Columbus House, Inc. 401(K) Savings Plan is a benefit plan reported by Columbus House, Inc. under EIN 22-2511873 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $4,032,222 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Columbus House, Inc.
EIN
22-2511873
Plan number
001
Plan type
2
Location
New Haven, CT
Latest filing year
2023
Participants
157
End-of-year plan assets
$4,032,222

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20250324092336NAL0012692657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,032,222
Total liabilities (EOY)
$0
Net assets (EOY)
$4,032,222
Net assets (BOY)
$3,930,049

Income & contributions

Employer contributions
$97,368
Participant contributions
$236,981
Total contributions
$590,979
Total income / additions
$1,046,198

Expenses & distributions

Benefits paid
$897,081
Administrative expenses
$29,850
Total expenses
$944,025
Net increase / (decrease)
$102,173

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$18,556$02023
Beirne Wealth Consulting ServicesADVISOR$11,022not reported in the loaded dataset2023

Related Form 5500 pages