Korellis Enterprises, Inc. Employee Stock Ownership Plan — Form 5500 plan (Korellis Enterprises, 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, Korellis Enterprises, Inc. Employee Stock Ownership Plan is a benefit plan reported by Korellis Enterprises, Inc. under EIN 35-1802693 and plan number 002. The latest loaded filing year is 2023. The filing reports 44 participants and $25,974,840 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Korellis Enterprises, Inc.
- EIN
- 35-1802693
- Plan number
- 002
- Plan type
- 2
- Location
- Hammond, IN
- Latest filing year
- 2023
- Participants
- 44
- End-of-year plan assets
- $25,974,840
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 44 | I | 20240611074634NAL0059407474001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $25,974,840
- Total liabilities (EOY)
- $1,088,668
- Net assets (EOY)
- $24,886,172
- Net assets (BOY)
- $23,478,657
Income & contributions
- Employer contributions
- $428,121
- Total income / additions
- $1,832,481
Expenses & distributions
- Benefits paid
- $395,374
- Total expenses
- $424,966
- Net increase / (decrease)
- $1,407,515
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.