2023 Form 5500 filing — Ufinancial Employees 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 20241015125540NAL0014668643001) for Ufinancial Employees 401(K) Plan, reported by Cocores Holdings, LLC Dba Ufinancial Group under EIN 82-2487164 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125540NAL0014668643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cocores Holdings, LLC Dba Ufinancial Group
- EIN
- 82-2487164
- Plan number
- 001
- Location
- Mechanicsburg, PA
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,449,535
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,449,535
- Employer contributions
- $239,108
- Participant contributions
- $532,895
- Total income / additions
- $2,032,559
- Benefits paid
- $662,275
- Administrative expenses
- $39,554
- Total expenses
- $701,829
- Net increase / (decrease)
- $1,330,730
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,701 | $0 |
| Mmlis | BROKER/ADVISOR | $0 | $9,820 |
| Ascensus Inc | OTHER | $0 | $3,275 |
| Ascensus Holdings Inc Dba Future Pl | CONTRACT ADMIN | $800 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $53 | not reported in the loaded dataset |