2023 Form 5500 filing — Corcentric, 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 20241015171059NAL0029214145001) for Corcentric, Inc. 401(K) Plan, reported by Corcentric, Inc. under EIN 22-3534008 and plan number 001. It reports 639 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015171059NAL0029214145001
Filing year
2023
Form type
2
Plan sponsor
Corcentric, Inc.
EIN
22-3534008
Plan number
001
Location
Cherry Hill, NJ
Participants
639
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$32,984,568
Total liabilities (EOY)
$15,821
Net assets (EOY)
$32,968,747
Employer contributions
$653,611
Participant contributions
$4,098,914
Total income / additions
$10,360,770
Benefits paid
$2,636,759
Administrative expenses
$72,662
Total expenses
$2,753,066
Net increase / (decrease)
$7,607,704
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Forvis Wealth Advisors, LLCNONE$63,612not reported in the loaded dataset
John Hancock Life Insurance (Usa)NONE$890not reported in the loaded dataset

Related Form 5500 pages