Plan5500

Corelation, Inc. 401(K) Plan — Form 5500 plan (Corelation, 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, Corelation, Inc. 401(K) Plan is a benefit plan reported by Corelation, Inc. under EIN 26-1165702 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $19,837,216 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Corelation, Inc.
EIN
26-1165702
Plan number
001
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
351
End-of-year plan assets
$19,837,216

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023351H, C20241011112840NAL0012425987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,837,216
Total liabilities (EOY)
$0
Net assets (EOY)
$19,837,216
Net assets (BOY)
$14,438,180

Income & contributions

Employer contributions
$1,685,925
Participant contributions
$2,354,705
Total contributions
$4,258,346
Total income / additions
$6,579,102

Expenses & distributions

Benefits paid
$1,065,860
Administrative expenses
$114,206
Total expenses
$1,180,066
Net increase / (decrease)
$5,399,036

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors.NONE$80,693not reported in the loaded dataset2023
Ascensus LLCNONE$33,512$1,8062023

Related Form 5500 pages