Columbine Management Services Inc. 401(K) Retirement Plan And Trust — Form 5500 plan (Columbine Management Services)

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, Columbine Management Services Inc. 401(K) Retirement Plan And Trust is a benefit plan reported by Columbine Management Services under EIN 84-1250112 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,475 participants and $27,693,217 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Columbine Management Services
EIN
84-1250112
Plan number
001
Plan type
2
Location
Fort Collins, CO
Latest filing year
2023
Participants
1,475
End-of-year plan assets
$27,693,217

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,475H, C20240808192045NAL0002902355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,693,217
Total liabilities (EOY)
$0
Net assets (EOY)
$27,693,217
Net assets (BOY)
$25,144,112

Income & contributions

Employer contributions
$18
Participant contributions
$2,755,266
Total contributions
$2,774,330
Total income / additions
$6,935,519

Expenses & distributions

Benefits paid
$4,361,377
Administrative expenses
$23,001
Total expenses
$4,386,414
Net increase / (decrease)
$2,549,105

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Wealth ManagementADVISOR$0$51,4582023
Fidelity Investments InstitutionalRECORDKEEPER$23,001$02023

Related Form 5500 pages