2023 Form 5500 filing — Cor Partners 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 20241014130254NAL0053614114001) for Cor Partners 401(K) Plan, reported by Cor Partners, Inc. under EIN 82-2227211 and plan number 001. It reports 1,002 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)$109.9MReported net assets$109,922,904
Participants1K1,002
Provider compensation$190.1K4 Schedule C row(s)$190,056
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014130254NAL0053614114001
Plan sponsor
Cor Partners, Inc.
EIN
82-2227211
Plan number
001
Location
Atlanta, GA
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)$109.9M total assets
Net assets$109.9MLiabilities$0
Money in vs. money out
Total income / additions$33M
Total expenses$8.3M
Benefits paid / distributions$8.1M
Contributions
Employer$4.2M
Participant$9.2M
Full reported line items
Total assets (EOY)
$109,922,904
Total liabilities (EOY)
$0
Net assets (EOY)
$109,922,904
Employer contributions
$4,197,449
Participant contributions
$9,198,534
Total income / additions
$32,952,639
Benefits paid
$8,055,914
Administrative expenses
$204,703
Total expenses
$8,291,513
Net increase / (decrease)
$24,661,126
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $107K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $41.7K
  3. 3
    INVESTMENT MANAGER · Direct $41K
  4. 4
    CONSULTING; OTHER · Direct $306

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014130254NAL0053614114001 cover?
It is the 2023 Form 5500 filing for Cor Partners 401(K) Plan, reported by Cor Partners, Inc. (EIN 82-2227211).
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