2023 Form 5500 filing — Cora Services 403(B) 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 20241011105938NAL0010843683001) for Cora Services 403(B) Retirement Plan, reported by Cora Services, Inc. under EIN 23-2323488 and plan number 001. It reports 697 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)$23MReported net assets$23,003,742
Participants697
Provider compensation$86.1K2 Schedule C row(s)$86,139
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011105938NAL0010843683001
Plan sponsor
Cora Services, Inc.
EIN
23-2323488
Plan number
001
Location
Philadelphia, PA
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)$23M total assets
Net assets$23MLiabilities$0
Money in vs. money out
Total income / additions$5.8M
Total expenses$823.7K
Benefits paid / distributions$763.6K
Contributions
Employer$1M
Participant$1.5M
Full reported line items
Total assets (EOY)
$23,003,742
Total liabilities (EOY)
$0
Net assets (EOY)
$23,003,742
Employer contributions
$1,017,336
Participant contributions
$1,487,919
Total income / additions
$5,796,995
Benefits paid
$763,573
Administrative expenses
$60,110
Total expenses
$823,683
Net increase / (decrease)
$4,973,312
Schedule C

Reported service provider compensation

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

  1. 1
    CUSTODIAN · Direct $5.5K · Indirect $40.6K
  2. 2
    ADVISOR · Direct $40K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011105938NAL0010843683001 cover?
It is the 2023 Form 5500 filing for Cora Services 403(B) Retirement Plan, reported by Cora Services, Inc. (EIN 23-2323488).
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