2023 Form 5500 filing — Corporex Family Of Companies 401(K) 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 20241008111210NAL0008288131001) for Corporex Family Of Companies 401(K) Plan, reported by Corporex Realty & Investment LLC under EIN 61-0670372 and plan number 001. It reports 1,707 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008111210NAL0008288131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Corporex Realty & Investment LLC
- EIN
- 61-0670372
- Plan number
- 001
- Location
- Covington, KY
- Participants
- 1,707
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,658,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,658,327
- Employer contributions
- $523,402
- Participant contributions
- $1,999,589
- Total income / additions
- $6,595,641
- Benefits paid
- $1,224,279
- Administrative expenses
- $164,569
- Total expenses
- $1,480,139
- Net increase / (decrease)
- $5,115,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcf Advisors LLC | INVESTMENT ADVISOR | $111,234 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $52,650 | $0 |