Plan5500

Colony Brands, Inc. Retirement Savings Plan — Form 5500 plan (Colony Brands, 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, Colony Brands, Inc. Retirement Savings Plan is a benefit plan reported by Colony Brands, Inc. under EIN 39-0869862 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,498 participants and $174,776,590 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Colony Brands, Inc.
EIN
39-0869862
Plan number
002
Plan type
2
Location
Monroe, WI
Latest filing year
2023
Participants
2,498
End-of-year plan assets
$174,776,590

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,498H, C20240730135119NAL0034367056004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$174,776,590
Net assets (EOY)
$174,776,590
Net assets (BOY)
$155,049,660

Income & contributions

Employer contributions
$3,583,941
Participant contributions
$8,312,620
Total contributions
$12,252,904
Total income / additions
$38,978,923

Expenses & distributions

Benefits paid
$19,168,363
Administrative expenses
$83,630
Total expenses
$19,251,993
Net increase / (decrease)
$19,726,930

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Global BankingCONSULTANT$60,000not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$23,630$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages