Plan5500

Corfin Holdings, Inc. 401(K) Plan — Form 5500 plan (Corfin Holdings, 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, Corfin Holdings, Inc. 401(K) Plan is a benefit plan reported by Corfin Holdings, Inc. under EIN 47-5592053 and plan number 001. The latest loaded filing year is 2023. The filing reports 821 participants and $34,039,490 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Corfin Holdings, Inc.
EIN
47-5592053
Plan number
001
Plan type
2
Location
Melville, NY
Latest filing year
2023
Participants
821
End-of-year plan assets
$34,039,490

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023821H, C20241108104147NAL0006667091001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,039,490
Total liabilities (EOY)
$0
Net assets (EOY)
$34,039,490
Net assets (BOY)
$27,028,151

Income & contributions

Employer contributions
$1,204,541
Participant contributions
$4,212,497
Total contributions
$7,097,465
Total income / additions
$11,124,295

Expenses & distributions

Benefits paid
$3,968,016
Administrative expenses
$120,021
Total expenses
$4,112,956
Net increase / (decrease)
$7,011,339

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley GlobalINVESTMENT ADVISORY$65,803not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$54,218$02023

Related Form 5500 pages