Corporex Family Of Companies 401(K) Plan — Form 5500 plan (Corporex Realty & Investment LLC)

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, Corporex Family Of Companies 401(K) Plan is a benefit plan reported by Corporex Realty & Investment LLC under EIN 61-0670372 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,707 participants and $26,658,327 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Corporex Realty & Investment LLC
EIN
61-0670372
Plan number
001
Plan type
2
Location
Covington, KY
Latest filing year
2023
Participants
1,707
End-of-year plan assets
$26,658,327

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,707H, C20241008111210NAL0008288131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,658,327
Total liabilities (EOY)
$0
Net assets (EOY)
$26,658,327
Net assets (BOY)
$21,542,825

Income & contributions

Employer contributions
$523,402
Participant contributions
$1,999,589
Total contributions
$2,948,785
Total income / additions
$6,595,641

Expenses & distributions

Benefits paid
$1,224,279
Administrative expenses
$164,569
Total expenses
$1,480,139
Net increase / (decrease)
$5,115,502

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mcf Advisors LLCINVESTMENT ADVISOR$111,234not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$52,650$02023

Related Form 5500 pages