How big is Colling, Gilbert, Wright & Carter's plan?

Colling, Gilbert, Wright & Carter's plan reported $7.5M in assets and 23 participants for 2024.

Original filing (PDF)20250521072135NAL0001629345001

Colling, Gilbert, Wright & Carter

Name: Colling, Gilbert, Wright & Carter — Colling, Gilbert, Form 5500 (2024)
Creator: Colling, Gilbert, Wright & Carter
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Colling, Gilbert, Wright & Carter 401(k) & P/S Plan

401(k) retirement plan · Colling, Gilbert, Wright & Carter's Colling, Gilbert, Wright & Carter 401(k) & P/S Plan held $7.5M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

Krystal Bell-Myers signed Colling, Gilbert, Wright & Carter's 2024 Form 5500 as plan administrator.

Krystal Bell-Myers — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Colling, Gilbert, Wright & Carter's EIN is 20-2159235.

EIN 20-2159235

Plan number 001

Plan year 2024

ACK ID 20250521072135NAL0001629345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Colling, Gilbert, Wright & Carter from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Colling, Gilbert, Wright & Carter's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLLING, GILBERT, WRIGHT & CARTER.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score