2023 Form 5500 filing — Cordevalle 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 20250714124956NAL0002707970001) for Cordevalle 401(K) Plan, reported by Cordevalle L.P. under EIN 20-8456270 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9MReported net assets$9,009,022
Participants305
Provider compensation$7.7K2 Schedule C row(s)$7,662
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250714124956NAL0002707970001
Plan sponsor
Cordevalle L.P.
EIN
20-8456270
Plan number
001
Location
San Martin, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9M total assets
Net assets$9MLiabilities
Money in vs. money out
Total income / additions$1.9M
Total expenses$783.5K
Benefits paid / distributions$678.8K
Contributions
Employer$228.5K
Participant$402.7K
Full reported line items
Total assets (EOY)
$9,009,022
Net assets (EOY)
$9,009,022
Employer contributions
$228,504
Participant contributions
$402,677
Total income / additions
$1,915,216
Benefits paid
$678,762
Administrative expenses
$13,741
Total expenses
$783,469
Net increase / (decrease)
$1,131,747
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $7.3K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $360 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250714124956NAL0002707970001 cover?
It is the 2023 Form 5500 filing for Cordevalle 401(K) Plan, reported by Cordevalle L.P. (EIN 20-8456270).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages