Colquitt Emc Retirement Plan — Form 5500 plan (Colquitt Electric Membership 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, Colquitt Emc Retirement Plan is a benefit plan reported by Colquitt Electric Membership Corporation under EIN 58-0201495 and plan number 002. The latest loaded filing year is 2023. The filing reports 203 participants and $56,260,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Colquitt Electric Membership Corporation
- EIN
- 58-0201495
- Plan number
- 002
- Plan type
- 2
- Location
- Moultrie, GA
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $56,260,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20241004063859NAL0011813569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,260,451
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $56,260,451
- Net assets (BOY)
- $51,604,154
Income & contributions
- Employer contributions
- $1,973,599
- Participant contributions
- $1,305,585
- Total contributions
- $3,279,184
- Total income / additions
- $9,641,225
Expenses & distributions
- Benefits paid
- $4,982,978
- Administrative expenses
- $1,950
- Total expenses
- $4,984,928
- Net increase / (decrease)
- $4,656,297
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISOR | $120,515 | not reported in the loaded dataset | 2023 |
| Ascensus Inc | TPA | $0 | $63,125 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,950 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Colquitt Electric Membership Corporation
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Moultrie, GA
- Raymond James Fin Svcs Advisors — Schedule C compensation
- Ascensus Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation