Corrado Management 401(K) Plan — Form 5500 plan (Corrado Management Service, LLC)

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, Corrado Management 401(K) Plan is a benefit plan reported by Corrado Management Service, LLC under EIN 20-5206800 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $13,595,335 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Corrado Management Service, LLC
EIN
20-5206800
Plan number
001
Plan type
2
Location
New Castle, DE
Latest filing year
2023
Participants
125
End-of-year plan assets
$13,595,335

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20241004122149NAL0023669778001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,595,335
Total liabilities (EOY)
$22,324
Net assets (EOY)
$13,573,011
Net assets (BOY)
$11,287,523

Income & contributions

Employer contributions
$507,774
Participant contributions
$800,366
Total contributions
$1,308,140
Total income / additions
$3,084,282

Expenses & distributions

Benefits paid
$785,861
Administrative expenses
$2,125
Total expenses
$798,794
Net increase / (decrease)
$2,285,488

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment ResearchADVISOR$0$29,1312023
Fidelity Investments InstitutionalRECORDKEEPER$2,125$02023

Related Form 5500 pages