Ufinancial Employees 401(K) Plan — Form 5500 plan (Cocores Holdings, LLC Dba Ufinancial Group)
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, Ufinancial Employees 401(K) Plan is a benefit plan reported by Cocores Holdings, LLC Dba Ufinancial Group under EIN 82-2487164 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $7,449,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cocores Holdings, LLC Dba Ufinancial Group
- EIN
- 82-2487164
- Plan number
- 001
- Plan type
- 2
- Location
- Mechanicsburg, PA
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $7,449,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241015125540NAL0014668643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,449,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,449,535
- Net assets (BOY)
- $6,118,805
Income & contributions
- Employer contributions
- $239,108
- Participant contributions
- $532,895
- Total contributions
- $780,030
- Total income / additions
- $2,032,559
Expenses & distributions
- Benefits paid
- $662,275
- Administrative expenses
- $39,554
- Total expenses
- $701,829
- Net increase / (decrease)
- $1,330,730
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,701 | $0 | 2023 |
| Mmlis | BROKER/ADVISOR | $0 | $9,820 | 2023 |
| Ascensus Inc | OTHER | $0 | $3,275 | 2023 |
| Ascensus Holdings Inc Dba Future Pl | CONTRACT ADMIN | $800 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $53 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cocores Holdings, LLC Dba Ufinancial Group
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Mechanicsburg, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Mmlis — Schedule C compensation
- Ascensus Inc — Schedule C compensation
- Ascensus Holdings Inc Dba Future Pl — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation