2023 Form 5500 filing — Corecentric Solutions 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919125940NAL0003568179001) for Corecentric Solutions 401(K) Plan, reported by Corecentric Solutions, Inc. under EIN 36-4034150 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919125940NAL0003568179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Corecentric Solutions, Inc.
- EIN
- 36-4034150
- Plan number
- 001
- Location
- Carol Stream, IL
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,753,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,753,269
- Employer contributions
- $23,680
- Participant contributions
- $271,169
- Total income / additions
- $909,451
- Benefits paid
- $218,625
- Administrative expenses
- $16,330
- Total expenses
- $267,147
- Net increase / (decrease)
- $642,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $16,330 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| American Century Investment Managem | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |
| Hartford Mutual Funds | NONE | $0 | $0 |
| Principal Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |