Cora Texas Manufacturing Company, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Cora Texas Manufacturing Co, 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, Cora Texas Manufacturing Company, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Cora Texas Manufacturing Co, LLC under EIN 72-0700829 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $8,494,761 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.5MPlan net assets, end of year$8,494,761
Participants219Covered participants reported
Assets / participant$38.8KComputed: assets ÷ participants$38,789 (computed)
Provider compensation$17.2K3 Schedule C provider row(s)$17,219
Plan sponsor
Cora Texas Manufacturing Co, LLC
EIN
72-0700829
Plan number
001
Plan type
2
Location
White Castle, LA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023219H, C20241009132703NAL0019313153001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.5M total assets
Net assets$8.5MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$1M
Benefits paid / distributions$987.9K
Contributions
Employer$279K
Participant$658K
Full reported line items

Net assets

Total assets (EOY)
$8,494,761
Total liabilities (EOY)
$0
Net assets (EOY)
$8,494,761
Net assets (BOY)
$7,586,074

Income & contributions

Employer contributions
$279,027
Participant contributions
$657,960
Total contributions
$937,221
Total income / additions
$1,915,560

Expenses & distributions

Benefits paid
$987,938
Administrative expenses
$18,935
Total expenses
$1,006,873
Net increase / (decrease)
$908,687
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income52%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ead Gulf Coast, LLCSERVICE PROVIDER$11,500not reported in the loaded dataset2023
Retirement Strategies Group, LLCTPA$4,459not reported in the loaded dataset2023
MorningstarINVESTMENT ADVISORY$1,260not reported in the loaded dataset2023

Related Form 5500 pages