Columbia Sussex 401(K) Plan — Form 5500 plan (Crestview Management 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, Columbia Sussex 401(K) Plan is a benefit plan reported by Crestview Management LLC under EIN 85-2570407 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,497 participants and $85,139,075 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Crestview Management LLC
EIN
85-2570407
Plan number
003
Plan type
2
Location
Crestview Hills, KY
Latest filing year
2023
Participants
4,497
End-of-year plan assets
$85,139,075

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,497H, C20241013145418NAL0012466147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$85,139,075
Total liabilities (EOY)
$118,354
Net assets (EOY)
$85,020,721
Net assets (BOY)
$71,733,639

Income & contributions

Employer contributions
$1,569,164
Participant contributions
$3,916,968
Total contributions
$5,946,060
Total income / additions
$20,556,331

Expenses & distributions

Benefits paid
$7,139,699
Administrative expenses
$22,975
Total expenses
$7,269,249
Net increase / (decrease)
$13,287,082

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$46,401not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$23,426$02023

Related Form 5500 pages