Colart Americas Savings And Investment Plan — Form 5500 plan (Colart Americas, 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, Colart Americas Savings And Investment Plan is a benefit plan reported by Colart Americas, Inc. under EIN 22-3141603 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $12,356,468 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colart Americas, Inc.
- EIN
- 22-3141603
- Plan number
- 002
- Plan type
- 2
- Location
- Piscataway, NJ
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $12,356,468
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241015091304NAL0047150240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,356,468
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,356,468
- Net assets (BOY)
- $11,281,630
Income & contributions
- Employer contributions
- $601,606
- Participant contributions
- $479,670
- Total contributions
- $1,129,349
- Total income / additions
- $2,901,301
Expenses & distributions
- Benefits paid
- $1,770,779
- Administrative expenses
- $55,684
- Total expenses
- $1,826,463
- Net increase / (decrease)
- $1,074,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $32,257 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $20,698 | $0 | 2023 |
| Delaware Valley Retirement, Inc. | CONTRACT ADMIN | $3,000 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Colart Americas, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Piscataway, NJ
- Commonwealth Equity Services LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Delaware Valley Retirement, Inc. — Schedule C compensation