form5500lookup

Form 5500 · Retirement plan · FLORHAM PARK, NJ

DATACOR, INC.

The filing calls this plan DATACOR, INC. 401(K) PLAN.

DATACOR, INC. of FLORHAM PARK, NJ files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by PRINCIPAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-2363717 · plan 001 · plan year 2023, filed Oct 7, 2024

Participants at the start of the year
226
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with PRINCIPAL LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANY—269December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
DATACOR, INC.
EIN 22-2363717
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$62,977
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT L
INV ADV, PARTICIPANTS · EIN 36-4317381
$0
paid directly by the plan
J.P. MORGAN SECURITIES LLC
INVESTMENT ADVISORY · EIN 13-4110995
$38,276
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$39,924,424
Paid out in benefits
$358,452
Participants at the start of the year
226
Participants with account balances
263

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

More employer plans in New Jersey — largest plans, brokers, carriers and renewal months.