2023 Form 5500 filing — Corza Medical 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 20241015120100NAL0029511009003) for Corza Medical 401(K) Plan, reported by Corza Medical Inc. under EIN 91-2089490 and plan number 001. It reports 549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120100NAL0029511009003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Corza Medical Inc.
- EIN
- 91-2089490
- Plan number
- 001
- Location
- Westwood, MA
- Participants
- 549
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,892,715
- Total liabilities (EOY)
- $19,250
- Net assets (EOY)
- $35,873,465
- Employer contributions
- $1,331,573
- Participant contributions
- $2,901,384
- Total income / additions
- $9,150,633
- Benefits paid
- $3,943,294
- Administrative expenses
- $111,687
- Total expenses
- $4,059,055
- Net increase / (decrease)
- $5,091,578
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $80,375 | not reported in the loaded dataset |
| Wipfli Llp | NONE | $19,000 | not reported in the loaded dataset |
| Global Retirement Partners LLC | NONE | $10,013 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $53 | $0 |