2023 Form 5500 filing — Corel Inc. 401(K) Retirement 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 20240913160436NAL0006111571001) for Corel Inc. 401(K) Retirement Plan, reported by Corel Inc. under EIN 87-0557105 and plan number 001. It reports 391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$33.5MReported net assets$33,522,047
Participants391
Provider compensation$60.2K3 Schedule C row(s)$60,179
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240913160436NAL0006111571001
Plan sponsor
Corel Inc.
EIN
87-0557105
Plan number
001
Location
Austin, TX
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$33.5M total assets
Net assets$33.5MLiabilities$0
Money in vs. money out
Total income / additions$8.1M
Total expenses$3.8M
Benefits paid / distributions$3.7M
Contributions
Employer$546.3K
Participant$1.8M
Full reported line items
Total assets (EOY)
$33,522,047
Total liabilities (EOY)
$0
Net assets (EOY)
$33,522,047
Employer contributions
$546,301
Participant contributions
$1,842,840
Total income / additions
$8,089,649
Benefits paid
$3,705,126
Administrative expenses
$60,179
Total expenses
$3,767,099
Net increase / (decrease)
$4,322,550
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $30.7K
  2. 2
    RECORDKEEPER · Direct $28.2K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $1.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913160436NAL0006111571001 cover?
It is the 2023 Form 5500 filing for Corel Inc. 401(K) Retirement Plan, reported by Corel Inc. (EIN 87-0557105).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages