Coldstream Service Holdings, Inc. Employee Stock Ownership Plan — Form 5500 plan (Coldstream Service Holdings, 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, Coldstream Service Holdings, Inc. Employee Stock Ownership Plan is a benefit plan reported by Coldstream Service Holdings, Inc. under EIN 87-2620740 and plan number 002. The latest loaded filing year is 2023. The filing reports 54 participants and $7,100,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coldstream Service Holdings, Inc.
- EIN
- 87-2620740
- Plan number
- 002
- Plan type
- 2
- Location
- Warrendale, PA
- Latest filing year
- 2023
- Participants
- 54
- End-of-year plan assets
- $7,100,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 54 | I | 20240726143513NAL0026783744001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,100,000
- Total liabilities (EOY)
- $17,571,797
- Net assets (EOY)
- -$10,471,797
- Net assets (BOY)
- -$12,648,948
Income & contributions
- Employer contributions
- $653,199
- Total income / additions
- $2,493,199
Expenses & distributions
- Benefits paid
- $309,825
- Total expenses
- $316,048
- Net increase / (decrease)
- $2,177,151
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.