2023 Form 5500 filing — Cordelia Lighting, Inc. 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 20241015150216NAL0028858225001) for Cordelia Lighting, Inc. 401(K) Plan, reported by Cordelia Lighting, Inc. under EIN 95-4065990 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150216NAL0028858225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cordelia Lighting, Inc.
- EIN
- 95-4065990
- Plan number
- 001
- Location
- Rancho Dominguez, CA
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,152,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,152,005
- Employer contributions
- $84,494
- Participant contributions
- $731,101
- Total income / additions
- $2,916,400
- Benefits paid
- $2,791,938
- Administrative expenses
- $35,045
- Total expenses
- $2,856,144
- Net increase / (decrease)
- $60,256
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $35,070 | $0 |
| Raymond James Financial Services | INVESTMENT ADVISOR | $16,690 | not reported in the loaded dataset |
| Concurrent Investment Advisors LLC | INVESTMENT ADVISOR | $8,310 | not reported in the loaded dataset |