Corelation, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Corelation, Inc. (EIN 26-1165702) is a plan sponsor located in San Diego, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-1165702
Location
San Diego, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,837,216
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$19,837,216

Contributions & income

Employer contributions
$1,685,925
Participant contributions
$2,354,705
Total income / additions
$6,579,102

Expenses & distributions

Benefits paid / distributions
$1,065,860
Total expenses
$1,180,066
Net increase / (decrease)
$5,399,036

Coverage

Total reported participants
664
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Corelation, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Corelation, Inc. 401(K) Plan001351$19,837,2162023
Corelation, Inc. Welfare Benefits Plan501313not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Corelation, Inc.
YearPlanParticipantsSchedulesFiling
2023Corelation, Inc. Welfare Benefits Plan31320240607195310NAL0012785251001
2023Corelation, Inc. 401(K) Plan351H, C20241011112840NAL0012425987001

Related Form 5500 pages