Columbia Food Service Company, 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Columbia Food Service Company)
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, Columbia Food Service Company, 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Columbia Food Service Company under EIN 59-2532997 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,209 participants and $10,696,084 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbia Food Service Company
- EIN
- 59-2532997
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 1,209
- End-of-year plan assets
- $10,696,084
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,209 | H, C | 20250402154050NAL0005458499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,696,084
- Net assets (EOY)
- $10,696,084
- Net assets (BOY)
- $8,109,137
Income & contributions
- Employer contributions
- $687,486
- Participant contributions
- $1,162,997
- Total contributions
- $1,863,647
- Total income / additions
- $3,192,424
Expenses & distributions
- Benefits paid
- $541,779
- Administrative expenses
- $63,698
- Total expenses
- $605,477
- Net increase / (decrease)
- $2,586,947
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | INVESTMENT ADVISOR | $27,645 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORD KEEPER | $23,400 | $0 | 2023 |
| Planned Retirement Consultants & Ad | CONTRACT ADMIN | $6,958 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTTMENT MGMT | $4,717 | $0 | 2023 |
| Planned Retirement Consultants & Ad | OTHER | $39 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Columbia Food Service Company
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Lpl Financial — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Planned Retirement Consultants & Ad — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation