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COLUMBUS ORGANIZATION 401(K) PLAN 401k Plan overview

Plan NameCOLUMBUS ORGANIZATION 401(K) PLAN
Plan identification number 001

COLUMBUS ORGANIZATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COLUMBUS MEDICAL SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name:COLUMBUS MEDICAL SERVICES, LLC
Employer identification number (EIN):752690132
NAIC Classification:611000

Additional information about COLUMBUS MEDICAL SERVICES, LLC

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 2841754

More information about COLUMBUS MEDICAL SERVICES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLUMBUS ORGANIZATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN MCCRARY
0012016-01-01JOHN MCCRARY
0012015-01-01JOHN MCCRARY
0012014-01-01KATHLEEN OCONNOR KATHLEEN OCONNOR2015-09-23
0012013-01-01KATHLEEN OCONNOR KATHLEEN OCONNOR2014-10-02
0012012-01-01KATHLEEN OCONNOR KATHLEEN OCONNOR2013-09-12
0012011-01-01KATHLEEN OCONNOR KATHLEEN OCONNOR2012-10-01
0012010-01-01KATHLEEN OCONNOR KATHLEEN OCONNOR2011-10-11
0012009-01-01KATHLEEN M OCONNOR KATHLEEN M OCONNOR2010-10-11

Plan Statistics for COLUMBUS ORGANIZATION 401(K) PLAN

401k plan membership statisitcs for COLUMBUS ORGANIZATION 401(K) PLAN

Measure Date Value
2022: COLUMBUS ORGANIZATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,024
Total number of active participants reported on line 7a of the Form 55002022-01-01675
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01211
Total of all active and inactive participants2022-01-01886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01886
Number of participants with account balances2022-01-01859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01153
2021: COLUMBUS ORGANIZATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01813
Total number of active participants reported on line 7a of the Form 55002021-01-01623
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01337
Total of all active and inactive participants2021-01-01960
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01960
Number of participants with account balances2021-01-01932
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0192
2020: COLUMBUS ORGANIZATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01923
Total number of active participants reported on line 7a of the Form 55002020-01-01560
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01241
Total of all active and inactive participants2020-01-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01801
Number of participants with account balances2020-01-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0174
2019: COLUMBUS ORGANIZATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01789
Total number of active participants reported on line 7a of the Form 55002019-01-01507
Number of retired or separated participants receiving benefits2019-01-0182
Number of other retired or separated participants entitled to future benefits2019-01-01317
Total of all active and inactive participants2019-01-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01906
Number of participants with account balances2019-01-01866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01135
2018: COLUMBUS ORGANIZATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01715
Total number of active participants reported on line 7a of the Form 55002018-01-01474
Number of retired or separated participants receiving benefits2018-01-01304
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01778
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01778
Number of participants with account balances2018-01-01752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COLUMBUS ORGANIZATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01576
Total number of active participants reported on line 7a of the Form 55002017-01-01441
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01268
Total of all active and inactive participants2017-01-01709
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01709
Number of participants with account balances2017-01-01690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0178
2016: COLUMBUS ORGANIZATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01505
Total number of active participants reported on line 7a of the Form 55002016-01-01373
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01198
Total of all active and inactive participants2016-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01571
Number of participants with account balances2016-01-01547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0175
2015: COLUMBUS ORGANIZATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01481
Total number of active participants reported on line 7a of the Form 55002015-01-01363
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01124
Total of all active and inactive participants2015-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01494
Number of participants with account balances2015-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0177
2014: COLUMBUS ORGANIZATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01425
Total number of active participants reported on line 7a of the Form 55002014-01-01358
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01115
Total of all active and inactive participants2014-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01473
Number of participants with account balances2014-01-01420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0165
2013: COLUMBUS ORGANIZATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01378
Total number of active participants reported on line 7a of the Form 55002013-01-01321
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0199
Total of all active and inactive participants2013-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01420
Number of participants with account balances2013-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0140
2012: COLUMBUS ORGANIZATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01387
Total number of active participants reported on line 7a of the Form 55002012-01-01284
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0194
Total of all active and inactive participants2012-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01378
Number of participants with account balances2012-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0167
2011: COLUMBUS ORGANIZATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01367
Total number of active participants reported on line 7a of the Form 55002011-01-01291
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0180
Total of all active and inactive participants2011-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01371
Number of participants with account balances2011-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2010: COLUMBUS ORGANIZATION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01421
Total number of active participants reported on line 7a of the Form 55002010-01-01287
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0187
Total of all active and inactive participants2010-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01374
Number of participants with account balances2010-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0184
2009: COLUMBUS ORGANIZATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01473
Total number of active participants reported on line 7a of the Form 55002009-01-01331
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01245
Total of all active and inactive participants2009-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01576
Number of participants with account balances2009-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0172

Financial Data on COLUMBUS ORGANIZATION 401(K) PLAN

Measure Date Value
2022 : COLUMBUS ORGANIZATION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-486,093
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,925,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,791,817
Value of total corrective distributions2022-12-31$9,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,939,799
Value of total assets at end of year2022-12-31$12,143,382
Value of total assets at beginning of year2022-12-31$14,554,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$123,496
Total interest from all sources2022-12-31$18,457
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$223,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$223,857
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,507,038
Participant contributions at end of year2022-12-31$123,789
Participant contributions at beginning of year2022-12-31$127,820
Assets. Other investments not covered elsewhere at end of year2022-12-31$346,951
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$370,487
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$204,703
Other income not declared elsewhere2022-12-31$-36,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,411,158
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,143,382
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,554,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$26,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,891,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,452,210
Interest on participant loans2022-12-31$6,975
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$781,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$604,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$604,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$11,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,631,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$228,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,791,817
Contract administrator fees2022-12-31$97,083
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31JOSEPH P. MELVIN COMPANY
Accountancy firm EIN2022-12-31464338146
2021 : COLUMBUS ORGANIZATION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,364,977
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$856,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$776,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,688,453
Value of total assets at end of year2021-12-31$14,554,540
Value of total assets at beginning of year2021-12-31$12,046,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80,560
Total interest from all sources2021-12-31$5,981
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$232,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$232,883
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,345,062
Participant contributions at end of year2021-12-31$127,820
Participant contributions at beginning of year2021-12-31$43,568
Assets. Other investments not covered elsewhere at end of year2021-12-31$370,487
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$291,654
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$140,210
Other income not declared elsewhere2021-12-31$66,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,508,415
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,554,540
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,046,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$30,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,452,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,087,934
Interest on participant loans2021-12-31$5,469
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$604,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$622,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$622,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,370,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$203,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$776,002
Contract administrator fees2021-12-31$49,980
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31JOSEPH P. MELVIN COMPANY
Accountancy firm EIN2021-12-31464338146
2020 : COLUMBUS ORGANIZATION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,851,362
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$937,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$756,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,331,444
Value of total assets at end of year2020-12-31$12,046,125
Value of total assets at beginning of year2020-12-31$10,132,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$180,797
Total interest from all sources2020-12-31$6,739
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$171,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$171,885
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,159,419
Participant contributions at end of year2020-12-31$43,568
Participant contributions at beginning of year2020-12-31$50,922
Assets. Other investments not covered elsewhere at end of year2020-12-31$291,654
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$673
Other income not declared elsewhere2020-12-31$34,106
Administrative expenses (other) incurred2020-12-31$91,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,913,847
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,046,125
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,132,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$23,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,087,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,835,452
Interest on participant loans2020-12-31$3,535
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$622,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$34,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$34,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,307,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$171,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$756,718
Contract administrator fees2020-12-31$65,462
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$211,278
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JOSEPH P. MELVIN COMPANY
Accountancy firm EIN2020-12-31464338146
2019 : COLUMBUS ORGANIZATION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,099,909
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,525,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,446,054
Expenses. Certain deemed distributions of participant loans2019-12-31$5,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,212,169
Value of total assets at end of year2019-12-31$10,132,278
Value of total assets at beginning of year2019-12-31$8,557,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,459
Total interest from all sources2019-12-31$2,720
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$59,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,012,866
Participant contributions at end of year2019-12-31$50,922
Participant contributions at beginning of year2019-12-31$47,797
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,574,643
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,132,278
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,557,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,835,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,334,802
Interest on participant loans2019-12-31$2,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$34,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,825,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$171,353
Income. Dividends from common stock2019-12-31$59,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,446,054
Contract administrator fees2019-12-31$73,459
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$211,278
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$172,742
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JOSEPH P MELVIN COMPANY LLC
Accountancy firm EIN2019-12-31464338146
2018 : COLUMBUS ORGANIZATION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$466,420
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,505,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,422,496
Expenses. Certain deemed distributions of participant loans2018-12-31$12,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,064,531
Value of total assets at end of year2018-12-31$8,557,635
Value of total assets at beginning of year2018-12-31$9,596,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,186
Total interest from all sources2018-12-31$3,037
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$-17,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$878,440
Participant contributions at end of year2018-12-31$47,797
Participant contributions at beginning of year2018-12-31$63,462
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$50,582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,038,796
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,557,635
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,596,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,334,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,351,487
Interest on participant loans2018-12-31$3,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$37,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$37,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-583,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$135,509
Income. Dividends from common stock2018-12-31$-17,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,422,496
Contract administrator fees2018-12-31$70,186
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$172,742
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$143,671
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JOSEPH P MELVIN COMPANY LLC
Accountancy firm EIN2018-12-31464338146
2017 : COLUMBUS ORGANIZATION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,503,581
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,014,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$989,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,076,639
Value of total assets at end of year2017-12-31$9,596,431
Value of total assets at beginning of year2017-12-31$8,107,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,999
Total interest from all sources2017-12-31$3,777
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$32,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$29,039
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$859,193
Participant contributions at end of year2017-12-31$63,462
Participant contributions at beginning of year2017-12-31$87,505
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$95,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,489,184
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,596,431
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,107,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$100
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,351,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,882,566
Interest on participant loans2017-12-31$3,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$37,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$32,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$32,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,390,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$121,738
Income. Dividends from common stock2017-12-31$3,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$989,398
Contract administrator fees2017-12-31$24,899
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$143,671
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$104,636
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JOSEPH P MELVIN COMPANY LLC
Accountancy firm EIN2017-12-31464338146
2016 : COLUMBUS ORGANIZATION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,392,285
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$417,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$404,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$902,007
Value of total assets at end of year2016-12-31$8,107,247
Value of total assets at beginning of year2016-12-31$7,132,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,578
Total interest from all sources2016-12-31$3,415
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$10,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,077
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$764,872
Participant contributions at end of year2016-12-31$87,505
Participant contributions at beginning of year2016-12-31$71,241
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$28,906
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$975,047
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,107,247
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,132,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$120
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,882,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,944,945
Interest on participant loans2016-12-31$3,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$32,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$36,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$36,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$476,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$108,229
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from common stock2016-12-31$2,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$404,660
Contract administrator fees2016-12-31$12,458
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$104,636
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$79,042
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JOSEPH P MELVIN COMPANY LLC
Accountancy firm EIN2016-12-31464338146
2015 : COLUMBUS ORGANIZATION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$872,680
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$786,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$755,872
Value of total corrective distributions2015-12-31$12,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$849,697
Value of total assets at end of year2015-12-31$7,132,200
Value of total assets at beginning of year2015-12-31$7,045,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,456
Total interest from all sources2015-12-31$-3,585
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$742,660
Participant contributions at end of year2015-12-31$71,241
Participant contributions at beginning of year2015-12-31$91,376
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$7,858
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$86,443
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,132,200
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,045,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$592
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,944,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,466,452
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$930,574
Interest on participant loans2015-12-31$3,807
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$520,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$36,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-7,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$30,728
Net investment gain or loss from common/collective trusts2015-12-31$-5,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$99,179
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$1,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$755,872
Contract administrator fees2015-12-31$16,864
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$79,042
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$36,812
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JOSEPH P MELVIN COMPANY LLC
Accountancy firm EIN2015-12-31464338146
2014 : COLUMBUS ORGANIZATION 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,578
Total unrealized appreciation/depreciation of assets2014-12-31$2,578
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,233,230
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$932,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$909,782
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$827,040
Value of total assets at end of year2014-12-31$7,045,757
Value of total assets at beginning of year2014-12-31$6,745,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,050
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$4,638
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$109,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$109,217
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$712,884
Participant contributions at end of year2014-12-31$91,376
Participant contributions at beginning of year2014-12-31$85,034
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$23,676
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$203
Administrative expenses (other) incurred2014-12-31$35
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$300,398
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,045,757
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,745,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,466,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,238,058
Value of interest in pooled separate accounts at end of year2014-12-31$930,574
Value of interest in pooled separate accounts at beginning of year2014-12-31$816,764
Interest on participant loans2014-12-31$4,638
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$520,543
Value of interest in common/collective trusts at beginning of year2014-12-31$605,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$187,435
Net investment gain/loss from pooled separate accounts2014-12-31$95,872
Net investment gain or loss from common/collective trusts2014-12-31$6,140
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$90,480
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$909,782
Contract administrator fees2014-12-31$23,015
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$36,812
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JOSEPH P MELVIN COMPANY LLC
Accountancy firm EIN2014-12-31464338146
2013 : COLUMBUS ORGANIZATION 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,847,781
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,174,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,153,245
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$850,649
Value of total assets at end of year2013-12-31$6,745,359
Value of total assets at beginning of year2013-12-31$6,071,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,883
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$3,870
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$101,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$101,002
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$754,210
Participant contributions at end of year2013-12-31$85,034
Participant contributions at beginning of year2013-12-31$63,717
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,851
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$3
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$673,776
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,745,359
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,071,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,238,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,536,343
Value of interest in pooled separate accounts at end of year2013-12-31$816,764
Value of interest in pooled separate accounts at beginning of year2013-12-31$643,772
Interest on participant loans2013-12-31$3,870
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$605,503
Value of interest in common/collective trusts at beginning of year2013-12-31$827,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$685,200
Net investment gain/loss from pooled separate accounts2013-12-31$205,229
Net investment gain or loss from common/collective trusts2013-12-31$1,831
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$90,588
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,153,245
Contract administrator fees2013-12-31$19,880
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Qualified
Accountancy firm name2013-12-31JOSEPH P MELVIN COMPANY LLC
Accountancy firm EIN2013-12-31464338146
2012 : COLUMBUS ORGANIZATION 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$421,904
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,641,448
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,213,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,195,418
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$967,564
Value of total assets at end of year2012-12-31$6,071,583
Value of total assets at beginning of year2012-12-31$5,221,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,711
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$4,704
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$43,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$43,198
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$727,454
Participant contributions at end of year2012-12-31$63,717
Participant contributions at beginning of year2012-12-31$73,940
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$180,013
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$51
Administrative expenses (other) incurred2012-12-31$4
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$428,319
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,071,583
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,221,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,536,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,526,142
Value of interest in pooled separate accounts at end of year2012-12-31$643,772
Value of interest in pooled separate accounts at beginning of year2012-12-31$590,721
Interest on participant loans2012-12-31$4,704
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$827,751
Value of interest in common/collective trusts at beginning of year2012-12-31$3,030,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$261,629
Net investment gain/loss from pooled separate accounts2012-12-31$93,676
Net investment gain or loss from common/collective trusts2012-12-31$270,626
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$60,097
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,195,418
Contract administrator fees2012-12-31$17,707
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JOSEPH P MELVIN COMPANY, P.C.
Accountancy firm EIN2012-12-31231885983
2011 : COLUMBUS ORGANIZATION 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$679,661
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$921,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$903,450
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$792,403
Value of total assets at end of year2011-12-31$5,221,360
Value of total assets at beginning of year2011-12-31$5,463,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,902
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$4,597
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$21,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$21,478
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$682,009
Participant contributions at end of year2011-12-31$73,940
Participant contributions at beginning of year2011-12-31$63,452
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$7
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,136
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$58
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$217
Administrative expenses (other) incurred2011-12-31$2
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-241,691
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,221,360
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,463,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,526,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$590,721
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,691,870
Interest on participant loans2011-12-31$4,597
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$3,030,557
Value of interest in common/collective trusts at beginning of year2011-12-31$707,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-181,675
Net investment gain/loss from pooled separate accounts2011-12-31$100,764
Net investment gain or loss from common/collective trusts2011-12-31$-58,123
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$86,258
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$11
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$903,392
Contract administrator fees2011-12-31$17,900
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JOSEPH P. MELVIN COMPANY, P.C.
Accountancy firm EIN2011-12-31231885983
2010 : COLUMBUS ORGANIZATION 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$76,072
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,426,316
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,094,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,080,651
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$800,874
Value of total assets at end of year2010-12-31$5,463,051
Value of total assets at beginning of year2010-12-31$5,055,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,116
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$5,003
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$720,646
Participant contributions at end of year2010-12-31$63,452
Participant contributions at beginning of year2010-12-31$77,147
Participant contributions at end of year2010-12-31$7
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$572
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$25
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$331,549
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,463,051
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,055,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$4,691,870
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,274,846
Interest on participant loans2010-12-31$5,003
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$707,711
Value of interest in common/collective trusts at beginning of year2010-12-31$703,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$597,288
Net investment gain or loss from common/collective trusts2010-12-31$23,151
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$79,656
Employer contributions (assets) at end of year2010-12-31$11
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,080,626
Contract administrator fees2010-12-31$14,116
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JOSEPH P MELVIN, PC
Accountancy firm EIN2010-12-31231885983

Form 5500 Responses for COLUMBUS ORGANIZATION 401(K) PLAN

2022: COLUMBUS ORGANIZATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COLUMBUS ORGANIZATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COLUMBUS ORGANIZATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COLUMBUS ORGANIZATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COLUMBUS ORGANIZATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COLUMBUS ORGANIZATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COLUMBUS ORGANIZATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COLUMBUS ORGANIZATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COLUMBUS ORGANIZATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COLUMBUS ORGANIZATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COLUMBUS ORGANIZATION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COLUMBUS ORGANIZATION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COLUMBUS ORGANIZATION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COLUMBUS ORGANIZATION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611354
Policy instance 1
Insurance contract or identification number611354
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-10-06
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611354
Policy instance 1
Insurance contract or identification number611354
Number of Individuals Covered473
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611354
Policy instance 1
Insurance contract or identification number611354
Number of Individuals Covered420
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611354
Policy instance 1
Insurance contract or identification number611354
Number of Individuals Covered378
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,336
Total amount of fees paid to insurance companyUSD $1,029
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,336
Amount paid for insurance broker fees1029
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611354
Policy instance 1
Insurance contract or identification number611354
Number of Individuals Covered371
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,955
Total amount of fees paid to insurance companyUSD $5,957
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number611354
Policy instance 1
Insurance contract or identification number611354
Number of Individuals Covered374
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,959
Total amount of fees paid to insurance companyUSD $758
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,014
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerPRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker nameLPL FINANCIAL CORPORATION

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