2023 Form 5500 filing — Corestates, Inc. Retirement Savings 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 20241015134835NAL0056451170001) for Corestates, Inc. Retirement Savings Plan, reported by Corestates, Inc. under EIN 58-2484016 and plan number 003. It reports 538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134835NAL0056451170001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Corestates, Inc.
- EIN
- 58-2484016
- Plan number
- 003
- Location
- Duluth, GA
- Participants
- 538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,522,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,522,508
- Employer contributions
- $1,070,979
- Participant contributions
- $2,220,197
- Total income / additions
- $7,044,004
- Benefits paid
- $3,187,927
- Administrative expenses
- $96,331
- Total expenses
- $3,301,862
- Net increase / (decrease)
- $3,742,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISOR | $43,929 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $27,575 | $0 |
| Stalker & Associates, Inc. | TPA | $15,625 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,968 | $0 |