2023 Form 5500 filing — Corbett Companies Defined Contribution Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909121305NAL0007703376001) for Corbett Companies Defined Contribution Plan, reported by Corbett Leasing & Investment Company under EIN 87-0320222 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,640,645
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240909121305NAL0007703376001
Plan sponsor
Corbett Leasing & Investment Company
EIN
87-0320222
Plan number
001
Location
Salt Lake City, UT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities
Money in vs. money out
Total income / additions$105.8K
Total expenses$723
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$2,640,645
Net assets (EOY)
$2,640,645
Total income / additions
$105,785
Administrative expenses
$723
Total expenses
$723
Net increase / (decrease)
$105,062

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240909121305NAL0007703376001 cover?
It is the 2023 Form 5500 filing for Corbett Companies Defined Contribution Plan, reported by Corbett Leasing & Investment Company (EIN 87-0320222).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages