2023 Form 5500 filing — Murtha Cullina Llp Profit Sharing Retirement Plan
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 20240730134424NAL0013450675001) for Murtha Cullina Llp Profit Sharing Retirement Plan, reported by Murtha Cullina Llp under EIN 06-0686015 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$108.1MReported net assets$108,134,507
Participants279
Provider compensation$117.9K6 Schedule C row(s)$117,866
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240730134424NAL0013450675001
- Plan sponsor
- Murtha Cullina Llp
- EIN
- 06-0686015
- Plan number
- 001
- Location
- Hartford, CT
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$108.1M total assets
Net assets$108.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $108,134,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,134,507
- Employer contributions
- $727,880
- Participant contributions
- $1,502,758
- Total income / additions
- $21,199,139
- Benefits paid
- $10,736,727
- Administrative expenses
- $117,866
- Total expenses
- $10,854,593
- Net increase / (decrease)
- $10,344,546
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bradley, Foster & Sargent | INVESTMENT ADVISOR | $78,482 | not reported in the loaded dataset |
| L. Hardy Mason | INVESTMENT ADVISOR | $64,784 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | INVESTMENT ADVISOR | $33,792 | not reported in the loaded dataset |
| Resources Management | INVESTMENT ADVISOR | $17,531 | not reported in the loaded dataset |
| Halsey Associates | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPING | -$76,723 | not reported in the loaded dataset |