Cordelia Lighting, Inc. 401(K) Plan — Form 5500 plan (Cordelia Lighting, 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, Cordelia Lighting, Inc. 401(K) Plan is a benefit plan reported by Cordelia Lighting, Inc. under EIN 95-4065990 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $15,152,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cordelia Lighting, Inc.
- EIN
- 95-4065990
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Dominguez, CA
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $15,152,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20241015150216NAL0028858225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,152,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,152,005
- Net assets (BOY)
- $15,091,749
Income & contributions
- Employer contributions
- $84,494
- Participant contributions
- $731,101
- Total contributions
- $819,166
- Total income / additions
- $2,916,400
Expenses & distributions
- Benefits paid
- $2,791,938
- Administrative expenses
- $35,045
- Total expenses
- $2,856,144
- Net increase / (decrease)
- $60,256
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $35,070 | $0 | 2023 |
| Raymond James Financial Services | INVESTMENT ADVISOR | $16,690 | not reported in the loaded dataset | 2023 |
| Concurrent Investment Advisors LLC | INVESTMENT ADVISOR | $8,310 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cordelia Lighting, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rancho Dominguez, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Concurrent Investment Advisors LLC — Schedule C compensation