Colonial Management Group, Lp 401(k) Plan (terminated 2022): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2022, when $20.0 million was transferred out of the plan. Assets moved to the MEMBER SOLUTIONS 401(K) (sponsored by MEMBERS BENEFITS CORP). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Colonial Management Group, Lp 401(k) Login
Retirement plan providers can change. This information is from the plan's 2022 filing.
Colonial Management Group, Lp 401(k) Plan Facts (plan year 2022)
Source: Form 5500 for plan year 2022 (Jan 1, 2022 – Mar 31, 2022), filed Oct 12, 2023. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2022
- $856,597 went into the plan in contributions, $219,881 of it from the employer (26%).
- $1.38 million was paid out to participants.
How the Colonial Management Group, Lp 401(k) changed, 2017–2022
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2017 | 1,426 | $10.3 million | $919,074 | $954,105 |
| 2018 | 1,493 | $11.1 million | $1.25 million | $1.47 million |
| 2019 | 1,257 | $15.4 million | $1.54 million | $1.94 million |
| 2020 | 1,636 | $18.1 million | $1.31 million | $3.39 million |
| 2021 | 1,523 | $21.8 million | $1.15 million | $3.04 million |
| 2022 (final) | 1,609 | $0 | $219,881 | $1.38 million |
Colonial Management Group, Lp 401(k) Contact Information
Questions about the Colonial Management Group, Lp 401(k)
Is the Colonial Management Group, Lp 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2022. Its assets were transferred to the MEMBER SOLUTIONS 401(K).
Does Colonial Management Group, Lp contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2022 the employer contributed $219,881, 26% of all contributions.
Does the Colonial Management Group, Lp 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Colonial Management Group, Lp 401(k) plan?
1,609 participants at the start of plan year 2022.
Who manages the Colonial Management Group, Lp 401(k) accounts?
ADP Retirement Services (listed on the filing as ADP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.