Corodata Corporation 401(K) Plan — Form 5500 plan (Corodata Corporation)
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, Corodata Corporation 401(K) Plan is a benefit plan reported by Corodata Corporation under EIN 95-2903808 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $15,084,284 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Corodata Corporation
- EIN
- 95-2903808
- Plan number
- 001
- Plan type
- 2
- Location
- Poway, CA
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $15,084,284
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241015110402NAL0048956768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,084,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,084,284
- Net assets (BOY)
- $12,122,805
Income & contributions
- Employer contributions
- $358,997
- Participant contributions
- $868,925
- Total contributions
- $1,235,561
- Total income / additions
- $3,348,280
Expenses & distributions
- Benefits paid
- $363,713
- Administrative expenses
- $18,203
- Total expenses
- $386,801
- Net increase / (decrease)
- $2,961,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $0 | $19,226 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $18,203 | $0 | 2023 |