Corcoran Companies Profit Sharing Plan — Form 5500 plan (Corcoran Management Company, Inc.)

Plain-English plan 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, Corcoran Companies Profit Sharing Plan is a benefit plan reported by Corcoran Management Company, Inc. under EIN 04-2661810 and plan number 001. The latest loaded filing year is 2023. The filing reports 468 participants and $42,460,088 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Corcoran Management Company, Inc.
EIN
04-2661810
Plan number
001
Plan type
2
Location
Braintree, MA
Latest filing year
2023
Participants
468
End-of-year plan assets
$42,460,088

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023468H, C20241002100036NAL0008118913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,460,088
Total liabilities (EOY)
$0
Net assets (EOY)
$42,460,088
Net assets (BOY)
$35,897,474

Income & contributions

Employer contributions
$977,765
Participant contributions
$1,984,490
Total contributions
$3,382,053
Total income / additions
$10,887,201

Expenses & distributions

Benefits paid
$4,272,412
Administrative expenses
$34,999
Total expenses
$4,324,587
Net increase / (decrease)
$6,562,614

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$17,447not reported in the loaded dataset2023
Pkf,P.CACCOUNTANT/AUDITOR$12,680not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$4,872$02023

Related Form 5500 pages