Corecentric Solutions 401(K) Plan — Form 5500 plan (Corecentric Solutions, 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, Corecentric Solutions 401(K) Plan is a benefit plan reported by Corecentric Solutions, Inc. under EIN 36-4034150 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $2,753,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Corecentric Solutions, Inc.
- EIN
- 36-4034150
- Plan number
- 001
- Plan type
- 2
- Location
- Carol Stream, IL
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $2,753,269
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20240919125940NAL0003568179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,753,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,753,269
- Net assets (BOY)
- $2,110,965
Income & contributions
- Employer contributions
- $23,680
- Participant contributions
- $271,169
- Total contributions
- $526,188
- Total income / additions
- $909,451
Expenses & distributions
- Benefits paid
- $218,625
- Administrative expenses
- $16,330
- Total expenses
- $267,147
- Net increase / (decrease)
- $642,304
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $16,330 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| American Century Investment Managem | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Hartford Mutual Funds | NONE | $0 | $0 | 2023 |
| Principal Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Corecentric Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Carol Stream, IL
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Pimco Funds — Schedule C compensation
- American Funds — Schedule C compensation
- Vanguard Group — Schedule C compensation
- American Century Investment Managem — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Hartford Mutual Funds — Schedule C compensation
- Principal Funds — Schedule C compensation
- Fidelity — Schedule C compensation