Columbia Distributing 401(K) Retirement Plan — Form 5500 plan (Coho Distributing LLC Dba Columbia Distributing)

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 Distributing 401(K) Retirement Plan is a benefit plan reported by Coho Distributing LLC Dba Columbia Distributing under EIN 26-2863088 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,756 participants and $203,742,514 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coho Distributing LLC Dba Columbia Distributing
EIN
26-2863088
Plan number
002
Plan type
2
Location
Wilsonville, OR
Latest filing year
2023
Participants
2,756
End-of-year plan assets
$203,742,514

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,756H, C20241118133754NAL0001020291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$203,742,514
Total liabilities (EOY)
$0
Net assets (EOY)
$203,742,514
Net assets (BOY)
$179,015,146

Income & contributions

Employer contributions
$3,364,711
Participant contributions
$8,267,535
Total contributions
$12,225,636
Total income / additions
$44,473,467

Expenses & distributions

Benefits paid
$19,447,390
Administrative expenses
$298,709
Total expenses
$19,746,099
Net increase / (decrease)
$24,727,368

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$154,471$02023
Deschutes Portfolio Strategy, LLCNONE$74,991not reported in the loaded dataset2023
Deschutes Portfolio Strategy, LLCNONE$74,547not reported in the loaded dataset2023

Related Form 5500 pages