2023 Form 5500 filing — Cordell Law, Llp 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 20241014140822NAL0044812384001) for Cordell Law, Llp 401(K) Plan, reported by Cordell Law, Llp under EIN 26-4467572 and plan number 002. It reports 821 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140822NAL0044812384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cordell Law, Llp
- EIN
- 26-4467572
- Plan number
- 002
- Location
- Maryland Heights, MO
- Participants
- 821
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,709,422
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,709,422
- Employer contributions
- $1,353,604
- Participant contributions
- $3,698,394
- Total income / additions
- $12,191,295
- Benefits paid
- $6,979,300
- Administrative expenses
- $107,776
- Total expenses
- $7,096,751
- Net increase / (decrease)
- $5,094,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $64,362 | $0 |
| Moneta Group Investment Advisors Ll | INVESTMENT ADVISOR | $29,167 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,092 | $0 |
| Mma Securities | ADVISOR | $5,833 | not reported in the loaded dataset |