Corestates, Inc. Retirement Savings Plan — Form 5500 plan (Corestates, 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, Corestates, Inc. Retirement Savings Plan is a benefit plan reported by Corestates, Inc. under EIN 58-2484016 and plan number 003. The latest loaded filing year is 2023. The filing reports 538 participants and $22,522,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Corestates, Inc.
- EIN
- 58-2484016
- Plan number
- 003
- Plan type
- 2
- Location
- Duluth, GA
- Latest filing year
- 2023
- Participants
- 538
- End-of-year plan assets
- $22,522,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 538 | H, C | 20241015134835NAL0056451170001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,522,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,522,508
- Net assets (BOY)
- $18,780,366
Income & contributions
- Employer contributions
- $1,070,979
- Participant contributions
- $2,220,197
- Total contributions
- $3,809,301
- Total income / additions
- $7,044,004
Expenses & distributions
- Benefits paid
- $3,187,927
- Administrative expenses
- $96,331
- Total expenses
- $3,301,862
- Net increase / (decrease)
- $3,742,142
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | INVESTMENT ADVISOR | $43,929 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $27,575 | $0 | 2023 |
| Stalker & Associates, Inc. | TPA | $15,625 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $8,968 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Corestates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Duluth, GA
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Stalker & Associates, Inc. — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation