2023 Form 5500 filing — Corfin Holdings, Inc. 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 20241108104147NAL0006667091001) for Corfin Holdings, Inc. 401(K) Plan, reported by Corfin Holdings, Inc. under EIN 47-5592053 and plan number 001. It reports 821 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241108104147NAL0006667091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Corfin Holdings, Inc.
- EIN
- 47-5592053
- Plan number
- 001
- Location
- Melville, NY
- Participants
- 821
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,039,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,039,490
- Employer contributions
- $1,204,541
- Participant contributions
- $4,212,497
- Total income / additions
- $11,124,295
- Benefits paid
- $3,968,016
- Administrative expenses
- $120,021
- Total expenses
- $4,112,956
- Net increase / (decrease)
- $7,011,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $65,803 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $54,218 | $0 |