Corza Medical 401(K) Plan — Form 5500 plan (Corza Medical 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, Corza Medical 401(K) Plan is a benefit plan reported by Corza Medical Inc. under EIN 91-2089490 and plan number 001. The latest loaded filing year is 2023. The filing reports 549 participants and $35,892,715 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Corza Medical Inc.
- EIN
- 91-2089490
- Plan number
- 001
- Plan type
- 2
- Location
- Westwood, MA
- Latest filing year
- 2023
- Participants
- 549
- End-of-year plan assets
- $35,892,715
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 549 | H, C | 20241015120100NAL0029511009003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,892,715
- Total liabilities (EOY)
- $19,250
- Net assets (EOY)
- $35,873,465
- Net assets (BOY)
- $24,995,253
Income & contributions
- Employer contributions
- $1,331,573
- Participant contributions
- $2,901,384
- Total contributions
- $4,517,465
- Total income / additions
- $9,150,633
Expenses & distributions
- Benefits paid
- $3,943,294
- Administrative expenses
- $111,687
- Total expenses
- $4,059,055
- Net increase / (decrease)
- $5,091,578
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $80,375 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | NONE | $19,000 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | NONE | $10,013 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $53 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Corza Medical Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Westwood, MA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Wipfli Llp — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation