Dr. Samuel K. Cullan And Associates P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Dr. Samuel K. Cullan And Associates P.C. (EIN 43-1874017) is a plan sponsor located in Kansas City, MO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
43-1874017
Location
Kansas City, MO
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Dr. Samuel K. Cullan And Associates P.C.

  • 1 loaded plans hold $10M in reported assets.
  • The largest, Dr. Samuel K. Cullan And Associates, P.C. 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 8 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10MSummed across loaded plans$10,030,809
Total reported assets$10M$10,030,809
Total reported participants8
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$10M total assets
Net assets$10MLiabilities
Contributions & income
Employer contributions$149.9K
Participant contributions$107.4K
Total income / additions$2.1M
Expenses & distributions
Benefits paid / distributions$11.8K
Total expenses$41.8K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Dr. Samuel K. Cullan And Associates, P.C. 401(K) Profit Sharing Plan And Trust
Participants per plan8Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Dr. Samuel K. Cullan And Associates P.C.. Open one for its full reported snapshot.

  1. 2023
    Dr. Samuel K. Cullan And Associates, P.C. 401(K) Profit Sharing Plan And Trust8 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Dr. Samuel K. Cullan And Associates P.C. report on Form 5500?
Dr. Samuel K. Cullan And Associates P.C. (EIN 43-1874017) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Dr. Samuel K. Cullan And Associates P.C.?
The Employer Identification Number (EIN) reported for Dr. Samuel K. Cullan And Associates P.C. is 43-1874017.
What is the latest Form 5500 filing year for Dr. Samuel K. Cullan And Associates P.C.?
The latest loaded Form 5500 filing year for Dr. Samuel K. Cullan And Associates P.C. is 2023.

Related Form 5500 pages