2023 Form 5500 filing — Cutler Group Lp 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712140217NAL0011337539001) for Cutler Group Lp 401(K) Profit Sharing Plan & Trust, reported by Cutler Group LLC under EIN 94-3196831 and plan number 001. It reports 93 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16MReported net assets$15,961,011
Participants93
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240712140217NAL0011337539001
Plan sponsor
Cutler Group LLC
EIN
94-3196831
Plan number
001
Location
San Francisco, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16M total assets
Net assets$16MLiabilities$0
Money in vs. money out
Total income / additions$5.6M
Total expenses$884.9K
Benefits paid / distributions$884.2K
Contributions
Employer$441.5K
Participant$1M
Full reported line items
Total assets (EOY)
$15,961,011
Total liabilities (EOY)
$0
Net assets (EOY)
$15,961,011
Employer contributions
$441,485
Participant contributions
$1,021,077
Total income / additions
$5,598,344
Benefits paid
$884,201
Administrative expenses
$662
Total expenses
$884,863
Net increase / (decrease)
$4,713,481

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240712140217NAL0011337539001 cover?
It is the 2023 Form 5500 filing for Cutler Group Lp 401(K) Profit Sharing Plan & Trust, reported by Cutler Group LLC (EIN 94-3196831).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages