2023 Form 5500 filing — The Coring & Cutting Group Retirement 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 20241009113952NAL0018235809001) for The Coring & Cutting Group Retirement Plan, reported by Coring & Cutting Group. under EIN 20-3861409 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009113952NAL0018235809001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Coring & Cutting Group.
- EIN
- 20-3861409
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,627,048
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,627,048
- Employer contributions
- $540,392
- Participant contributions
- $587,377
- Total income / additions
- $4,915,950
- Benefits paid
- $366,246
- Administrative expenses
- $94,281
- Total expenses
- $460,527
- Net increase / (decrease)
- $4,455,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner Retirement Advisors. | NONE | $56,014 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $28,567 | $296 |
| Pickett, Chaney And Mcmullen Llp | NONE | $9,250 | not reported in the loaded dataset |
| Liberty Mutual Co | NONE | $450 | not reported in the loaded dataset |