Columbia Machine, Inc. Retirement Plan And Trust — Form 5500 plan (Columbia Machine, 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, Columbia Machine, Inc. Retirement Plan And Trust is a benefit plan reported by Columbia Machine, Inc. under EIN 91-0600653 and plan number 003. The latest loaded filing year is 2023. The filing reports 763 participants and $95,916,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbia Machine, Inc.
- EIN
- 91-0600653
- Plan number
- 003
- Plan type
- 3
- Location
- Vancouver, WA
- Latest filing year
- 2023
- Participants
- 763
- End-of-year plan assets
- $95,916,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 763 | H, C | 20241014154850NAL0015240579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,916,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $95,916,146
- Net assets (BOY)
- $83,620,316
Income & contributions
- Employer contributions
- $2,446,939
- Participant contributions
- $4,390,298
- Total contributions
- $6,926,106
- Total income / additions
- $19,320,817
Expenses & distributions
- Benefits paid
- $6,793,694
- Administrative expenses
- $179,841
- Total expenses
- $7,024,987
- Net increase / (decrease)
- $12,295,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $95,048 | not reported in the loaded dataset | 2023 |
| Retirement Consulting Group, Inc. | NONE | $62,400 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $22,393 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Columbia Machine, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Vancouver, WA
- Milliman — Schedule C compensation
- Retirement Consulting Group, Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation