Columbus Organization 401(K) Plan — Form 5500 plan (Columbus Medical Services, LLC)

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 Organization 401(K) Plan is a benefit plan reported by Columbus Medical Services, LLC under EIN 75-2690132 and plan number 001. The latest loaded filing year is 2023. The filing reports 909 participants and $15,141,766 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Columbus Medical Services, LLC
EIN
75-2690132
Plan number
001
Plan type
2
Location
Blue Bell, PA
Latest filing year
2023
Participants
909
End-of-year plan assets
$15,141,766

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023909H, C20241010083538NAL0033609840001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,141,766
Total liabilities (EOY)
$0
Net assets (EOY)
$15,141,766
Net assets (BOY)
$12,143,382

Income & contributions

Employer contributions
$264,470
Participant contributions
$1,623,280
Total contributions
$1,902,453
Total income / additions
$4,087,499

Expenses & distributions

Benefits paid
$974,509
Administrative expenses
$113,556
Total expenses
$1,089,115
Net increase / (decrease)
$2,998,384

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$86,936$02023
Kathmere Capital ManagementNONE$26,620not reported in the loaded dataset2023

Related Form 5500 pages