Columbus 401(K) Plan — Form 5500 plan (Columbus Us, 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 401(K) Plan is a benefit plan reported by Columbus Us, Inc. under EIN 52-2103704 and plan number 002. The latest loaded filing year is 2023. The filing reports 160 participants and $12,474,690 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Columbus Us, Inc.
EIN
52-2103704
Plan number
002
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
Participants
160
End-of-year plan assets
$12,474,690

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20241014094411NAL0044028656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,474,690
Total liabilities (EOY)
$2,492
Net assets (EOY)
$12,472,198
Net assets (BOY)
$11,186,924

Income & contributions

Employer contributions
$209,008
Participant contributions
$452,056
Total contributions
$756,727
Total income / additions
$2,652,178

Expenses & distributions

Benefits paid
$1,325,724
Administrative expenses
$41,180
Total expenses
$1,366,904
Net increase / (decrease)
$1,285,274

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$38,015$02023
Strategic Wealth Group Ria, LLCINVESTMENT ADVISOR$19,898not reported in the loaded dataset2023
Tsc 401kCONTRACT ADMIN$1,875$5,7952023

Related Form 5500 pages