Colinx Retirement Savings Plan — Form 5500 plan (Colinx)

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, Colinx Retirement Savings Plan is a benefit plan reported by Colinx under EIN 57-1112798 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,338 participants and $44,354,699 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Colinx
EIN
57-1112798
Plan number
001
Plan type
2
Location
Greenville, SC
Latest filing year
2023
Participants
1,338
End-of-year plan assets
$44,354,699

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,338H, C20241001231344NAL0015619698001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,354,699
Total liabilities (EOY)
$0
Net assets (EOY)
$44,354,699
Net assets (BOY)
$36,946,950

Income & contributions

Employer contributions
$2,448,357
Participant contributions
$2,805,201
Total contributions
$5,832,847
Total income / additions
$13,349,727

Expenses & distributions

Benefits paid
$5,849,239
Administrative expenses
$70,593
Total expenses
$5,941,978
Net increase / (decrease)
$7,407,749

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$35,444$02023
Comperio Retirement Consulting, InCONSULTANT$20,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$15,149not reported in the loaded dataset2023

Related Form 5500 pages