Columbia Helicopters, Inc. Amended And Restated Profit Sharing Plan — Form 5500 plan (Columbia Helicopters, 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 Helicopters, Inc. Amended And Restated Profit Sharing Plan is a benefit plan reported by Columbia Helicopters, Inc. under EIN 93-0462482 and plan number 001. The latest loaded filing year is 2023. The filing reports 910 participants and $88,880,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbia Helicopters, Inc.
- EIN
- 93-0462482
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 910
- End-of-year plan assets
- $88,880,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 910 | H, C | 20241011134712NAL0021970529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,880,083
- Total liabilities (EOY)
- $106
- Net assets (EOY)
- $88,879,977
- Net assets (BOY)
- $88,076,728
Income & contributions
- Employer contributions
- $902,928
- Participant contributions
- $3,462,485
- Total contributions
- $4,633,195
- Total income / additions
- $20,643,992
Expenses & distributions
- Benefits paid
- $19,749,670
- Administrative expenses
- $91,073
- Total expenses
- $19,840,743
- Net increase / (decrease)
- $803,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, LLC | CONSULTANT | $65,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $36,263 | not reported in the loaded dataset | 2023 |
| Davis Wright Tremaine Llp | ATTORNEY/LEGAL | $6,444 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$16,484 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Columbia Helicopters, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Creative Planning, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Davis Wright Tremaine Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation