Corliss Management Group 401(K) Retirement Savings Plan — Form 5500 plan (Corliss Management Group, LLC)
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, Corliss Management Group 401(K) Retirement Savings Plan is a benefit plan reported by Corliss Management Group, LLC under EIN 27-0545334 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $3,406,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Corliss Management Group, LLC
- EIN
- 27-0545334
- Plan number
- 001
- Plan type
- 3
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $3,406,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20241010102845NAL0020821409004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,406,582
- Net assets (EOY)
- $3,406,582
- Net assets (BOY)
- $2,985,141
Income & contributions
- Employer contributions
- $144,934
- Participant contributions
- $237,241
- Total contributions
- $382,175
- Total income / additions
- $789,268
Expenses & distributions
- Benefits paid
- $879,994
- Administrative expenses
- $35,511
- Total expenses
- $915,505
- Net increase / (decrease)
- -$126,237
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,622 | $0 | 2023 |
| Hunnex & Shoemaker Inc | CONTRACT ADMIN | $4,104 | $10,000 | 2023 |
| Alera Group Inc Dba Alera | INVESTMENT ADVISOR | $12,179 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,241 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Corliss Management Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Empower Annuity Insurance Company O — Schedule C compensation
- Hunnex & Shoemaker Inc — Schedule C compensation
- Alera Group Inc Dba Alera — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation