Wall Colmonoy Corporation 401(K) Plan — Form 5500 plan (Wall Colmonoy Corporation)

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, Wall Colmonoy Corporation 401(K) Plan is a benefit plan reported by Wall Colmonoy Corporation under EIN 38-1143251 and plan number 002. The latest loaded filing year is 2023. The filing reports 367 participants and $16,347,029 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wall Colmonoy Corporation
EIN
38-1143251
Plan number
002
Plan type
2
Location
Madison Heights, MI
Latest filing year
2023
Participants
367
End-of-year plan assets
$16,347,029

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023367H, C20240919153443NAL0008537184001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,347,029
Total liabilities (EOY)
$0
Net assets (EOY)
$16,347,029
Net assets (BOY)
$14,219,166

Income & contributions

Employer contributions
$682,333
Participant contributions
$1,154,866
Total contributions
$1,907,469
Total income / additions
$4,234,937

Expenses & distributions

Benefits paid
$2,023,605
Administrative expenses
$83,469
Total expenses
$2,107,074
Net increase / (decrease)
$2,127,863

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group, Inc.TPA$41,948not reported in the loaded dataset2023
Captrust Financial AdvisorADVISOR$34,059not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$7,462$02023

Related Form 5500 pages