Plan5500

Corcentric, Inc. 401(K) Plan — Form 5500 plan (Corcentric, Inc.)

Plain-English plan 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, Corcentric, Inc. 401(K) Plan is a benefit plan reported by Corcentric, Inc. under EIN 22-3534008 and plan number 001. The latest loaded filing year is 2023. The filing reports 639 participants and $32,984,568 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Corcentric, Inc.
EIN
22-3534008
Plan number
001
Plan type
2
Location
Cherry Hill, NJ
Latest filing year
2023
Participants
639
End-of-year plan assets
$32,984,568

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023639H, C20241015171059NAL0029214145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,984,568
Total liabilities (EOY)
$15,821
Net assets (EOY)
$32,968,747
Net assets (BOY)
$25,361,043

Income & contributions

Employer contributions
$653,611
Participant contributions
$4,098,914
Total contributions
$5,307,647
Total income / additions
$10,360,770

Expenses & distributions

Benefits paid
$2,636,759
Administrative expenses
$72,662
Total expenses
$2,753,066
Net increase / (decrease)
$7,607,704

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Forvis Wealth Advisors, LLCNONE$63,612not reported in the loaded dataset2023
John Hancock Life Insurance (Usa)NONE$890not reported in the loaded dataset2023

Related Form 5500 pages