Coalfire Systems, Inc. 401(K) Plan — Form 5500 plan (Coalfire Systems, Inc.)

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, Coalfire Systems, Inc. 401(K) Plan is a benefit plan reported by Coalfire Systems, Inc. under EIN 84-1600418 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,389 participants and $95,396,169 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coalfire Systems, Inc.
EIN
84-1600418
Plan number
001
Plan type
2
Location
Westminster, CO
Latest filing year
2023
Participants
1,389
End-of-year plan assets
$95,396,169

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,389H, C20241014140344NAL0013416435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$95,396,169
Total liabilities (EOY)
$0
Net assets (EOY)
$95,396,169
Net assets (BOY)
$72,322,259

Income & contributions

Employer contributions
$3,424,790
Participant contributions
$10,065,097
Total contributions
$16,067,087
Total income / additions
$32,537,150

Expenses & distributions

Benefits paid
$9,360,606
Administrative expenses
$84,111
Total expenses
$9,463,240
Net increase / (decrease)
$23,073,910

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$47,957$02023
Cook Street Consulting, IncINVESTMENT ADVISOR$26,914not reported in the loaded dataset2023
Brock And CompanyAUDITOR$8,490not reported in the loaded dataset2023

Related Form 5500 pages