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COLUMBIA WELLNESS RETIREMENT PLAN 401k Plan overview

Plan NameCOLUMBIA WELLNESS RETIREMENT PLAN
Plan identification number 001

COLUMBIA WELLNESS RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

COLUMBIA WELLNESS has sponsored the creation of one or more 401k plans.

Company Name:COLUMBIA WELLNESS
Employer identification number (EIN):910598130
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Additional information about COLUMBIA WELLNESS

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1953-07-03
Company Identification Number: 600333335
Legal Registered Office Address: 921 14TH AVE

LONGVIEW
United States of America (USA)
986320000

More information about COLUMBIA WELLNESS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLUMBIA WELLNESS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DALE HUDSON
0012016-01-01DALE HUDSON2017-10-02
0012015-01-01DALE HUDSON2016-08-11
0012014-01-01DAVID MCCLAY2015-09-02
0012013-01-01DAVID MCCLAY2014-10-03
0012012-01-01DAVID MCCLAY2013-10-04
0012011-01-01DAVID MCCLAY2012-09-28
0012010-01-01DAVID MCCLAY2011-10-17

Plan Statistics for COLUMBIA WELLNESS RETIREMENT PLAN

401k plan membership statisitcs for COLUMBIA WELLNESS RETIREMENT PLAN

Measure Date Value
2023: COLUMBIA WELLNESS RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01201
Total number of active participants reported on line 7a of the Form 55002023-01-01161
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-0150
Total of all active and inactive participants2023-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01213
Number of participants with account balances2023-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: COLUMBIA WELLNESS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01208
Total number of active participants reported on line 7a of the Form 55002022-01-01142
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01196
Number of participants with account balances2022-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COLUMBIA WELLNESS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01240
Total number of active participants reported on line 7a of the Form 55002021-01-01141
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01204
Number of participants with account balances2021-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COLUMBIA WELLNESS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01254
Total number of active participants reported on line 7a of the Form 55002020-01-01148
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0189
Total of all active and inactive participants2020-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01237
Number of participants with account balances2020-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COLUMBIA WELLNESS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01321
Total number of active participants reported on line 7a of the Form 55002019-01-01196
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01242
Number of participants with account balances2019-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COLUMBIA WELLNESS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01217
Total number of active participants reported on line 7a of the Form 55002018-01-01267
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01314
Number of participants with account balances2018-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COLUMBIA WELLNESS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01140
Total number of active participants reported on line 7a of the Form 55002017-01-01187
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01217
Number of participants with account balances2017-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on COLUMBIA WELLNESS RETIREMENT PLAN

Measure Date Value
2023 : COLUMBIA WELLNESS RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$1,612,719
Total of all expenses incurred2023-12-31$604,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$566,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$912,587
Value of total assets at end of year2023-12-31$4,733,856
Value of total assets at beginning of year2023-12-31$3,725,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$37,884
Total interest from all sources2023-12-31$123
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$103,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$103,667
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$362,226
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$11,811
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$10,575
Total non interest bearing cash at end of year2023-12-31$4,245
Total non interest bearing cash at beginning of year2023-12-31$3,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,007,890
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,733,856
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,725,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$14,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,716,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,687,920
Interest earned on other investments2023-12-31$71
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$52
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$6,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$4,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$596,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$539,786
Employer contributions (assets) at end of year2023-12-31$6,423
Employer contributions (assets) at beginning of year2023-12-31$17,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$566,945
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HOFFMAN, STEWART, & SCHMIDT, P.C.
Accountancy firm EIN2023-12-31930743240
2022 : COLUMBIA WELLNESS RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$91,777
Total of all expenses incurred2022-12-31$722,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$688,786
Value of total corrective distributions2022-12-31$1,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$818,375
Value of total assets at end of year2022-12-31$3,725,966
Value of total assets at beginning of year2022-12-31$4,356,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,738
Total interest from all sources2022-12-31$526
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$120,050
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$120,050
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$356,222
Participant contributions at end of year2022-12-31$11,811
Participant contributions at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$21,317
Total non interest bearing cash at end of year2022-12-31$3,676
Total non interest bearing cash at beginning of year2022-12-31$1,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-630,921
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,725,966
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,356,887
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$11,421
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,687,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,212,464
Interest earned on other investments2022-12-31$526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$143,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-847,174
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$462,153
Employer contributions (assets) at end of year2022-12-31$17,705
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$688,786
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31HOFFMAN, STEWART, & SCHMIDT, P.C.
Accountancy firm EIN2022-12-31930743240
2021 : COLUMBIA WELLNESS RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,207,302
Total of all expenses incurred2021-12-31$411,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$378,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$727,063
Value of total assets at end of year2021-12-31$4,356,887
Value of total assets at beginning of year2021-12-31$3,560,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,958
Total interest from all sources2021-12-31$1,006
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$69,711
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$69,711
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$313,151
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,713
Administrative expenses (other) incurred2021-12-31$19,336
Total non interest bearing cash at end of year2021-12-31$1,415
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$796,005
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,356,887
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,560,882
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$13,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,212,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,402,098
Interest earned on other investments2021-12-31$1,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$143,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$158,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$409,522
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$404,199
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$378,339
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31HOFFMAN, STEWART, & SCHMIDT, P.C.
Accountancy firm EIN2021-12-31930743240
2020 : COLUMBIA WELLNESS RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,218,611
Total of all expenses incurred2020-12-31$715,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$688,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$791,190
Value of total assets at end of year2020-12-31$3,560,882
Value of total assets at beginning of year2020-12-31$3,058,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,875
Total interest from all sources2020-12-31$1,040
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$72,043
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$72,043
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$319,173
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$61
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,253
Administrative expenses (other) incurred2020-12-31$17,277
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$502,656
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,560,882
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,058,226
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$10,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,402,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,057,091
Interest earned on other investments2020-12-31$1,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$158,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$354,338
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$459,764
Employer contributions (assets) at end of year2020-12-31$105
Employer contributions (assets) at beginning of year2020-12-31$107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$688,080
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31HOFFMAN, STEWART, & SCHMIDT, P.C.
Accountancy firm EIN2020-12-31930743240
2019 : COLUMBIA WELLNESS RETIREMENT PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$752
Total income from all sources (including contributions)2019-12-31$1,112,561
Total of all expenses incurred2019-12-31$448,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$435,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$791,908
Value of total assets at end of year2019-12-31$3,058,226
Value of total assets at beginning of year2019-12-31$2,395,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,442
Total interest from all sources2019-12-31$570
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$45,218
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$45,218
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
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$297,800
Participant contributions at end of year2019-12-31$61
Participant contributions at beginning of year2019-12-31$30
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$752
Administrative expenses (other) incurred2019-12-31$8,397
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$663,603
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,058,226
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,394,623
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
Investment advisory and management fees2019-12-31$5,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,057,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,394,982
Interest earned on other investments2019-12-31$570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$274,865
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$494,108
Employer contributions (assets) at end of year2019-12-31$107
Employer contributions (assets) at beginning of year2019-12-31$363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$435,516
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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 name2019-12-31HOFFMAN, STEWART, & SCHMIDT, P.C.
Accountancy firm EIN2019-12-31930743240
2018 : COLUMBIA WELLNESS RETIREMENT 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$752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$880
Total income from all sources (including contributions)2018-12-31$417,859
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$423,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$422,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$538,261
Value of total assets at end of year2018-12-31$2,395,375
Value of total assets at beginning of year2018-12-31$2,401,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,075
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$114,219
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$114,219
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$208,395
Participant contributions at end of year2018-12-31$30
Participant contributions at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,809
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,394,623
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,400,432
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$2,394,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,401,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-234,621
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$329,866
Employer contributions (assets) at end of year2018-12-31$363
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$422,593
Contract administrator fees2018-12-31$1,075
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 name2018-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2018-12-31930743240
2017 : COLUMBIA WELLNESS RETIREMENT 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$880
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$758,896
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$178,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$177,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$496,454
Value of total assets at end of year2017-12-31$2,401,312
Value of total assets at beginning of year2017-12-31$1,819,712
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$775
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$85,712
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$85,712
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$164,696
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$54,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$580,720
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,400,432
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,819,712
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,401,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,816,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$176,730
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$277,399
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$3,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$177,401
Contract administrator fees2017-12-31$775
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 name2017-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2017-12-31930743240

Form 5500 Responses for COLUMBIA WELLNESS RETIREMENT PLAN

2023: COLUMBIA WELLNESS RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: COLUMBIA WELLNESS RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COLUMBIA WELLNESS RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COLUMBIA WELLNESS RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COLUMBIA WELLNESS RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COLUMBIA WELLNESS RETIREMENT 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: COLUMBIA WELLNESS RETIREMENT 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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513365
Policy instance 1
Insurance contract or identification number513365
Number of Individuals Covered213
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513365
Policy instance 1
Insurance contract or identification number513365
Number of Individuals Covered195
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513365
Policy instance 1
Insurance contract or identification number513365
Number of Individuals Covered204
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513365
Policy instance 1
Insurance contract or identification number513365
Number of Individuals Covered237
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513365
Policy instance 1
Insurance contract or identification number513365
Number of Individuals Covered241
Insurance policy start date2019-01-22
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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