401k Plan data: THE COLONNADE GROUP 401(K) PLAN plan

THE COLONNADE GROUP 401(K) PLAN 401k Plan overview

Plan Name	THE COLONNADE GROUP 401(K) PLAN
Plan identification number	001

THE COLONNADE GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROBERTSON AND ASSOCIATES, INC. D/B/A THE COLONNADE GROUP has sponsored the creation of one or more 401k plans.

Company Name: ROBERTSON AND ASSOCIATES, INC. D/B/A THE COLONNADE GROUP

Employer identification number (EIN): 630942884

NAIC Classification: 711210
NAIC Description: Spectator Sports

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COLONNADE GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SHIRLEY HORNER 2024-09-12
001 2022-01-01 SHIRLEY HORNER 2023-09-20
001 2021-01-01 SHIRLEY HORNER 2022-09-23
001 2020-01-01 SHIRLEY HORNER 2021-08-15
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 ROY ROBERTSON 2015-09-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	SHIRLEY HORNER	2024-09-12
001	2022-01-01	SHIRLEY HORNER	2023-09-20
001	2021-01-01	SHIRLEY HORNER	2022-09-23
001	2020-01-01	SHIRLEY HORNER	2021-08-15
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	ROY ROBERTSON	2015-09-25

Financial Data on THE COLONNADE GROUP 401(K) PLAN

Measure	Date	Value
2024 : THE COLONNADE GROUP 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-12	3203
Net assets as of the end of the plan year	2024-09-12	362176
Total assets as of the beginning of the plan year	2024-09-12	305021
Value of plan covered by a fidelity bond	2024-09-12	31000
Value of participant loans at end of plan year	2024-09-12	0
Other income to plan in this plan year	2024-09-12	60358
Plan net income in this plan year	2024-09-12	57155
Net assets as of the end of the plan year	2024-09-12	362176
Net assets as of the beginning of the plan year	2024-09-12	305021
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-12	55

Potentially related plans

THE COLONNADE CLUB 401(K) RETIREMENT PLAN [EIN = 540177950]

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Company Name:	ROBERTSON AND ASSOCIATES, INC. D/B/A THE COLONNADE GROUP
Employer identification number (EIN):	630942884
NAIC Classification:	711210
NAIC Description:	Spectator Sports