2023 Form 5500 filing — J.T. Cullen Co., Inc. Employee Stock Ownership 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 20240815133428NAL0027929250001) for J.T. Cullen Co., Inc. Employee Stock Ownership Plan, reported by J.T. Cullen Company, Inc. under EIN 36-2681015 and plan number 001. It reports 104 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240815133428NAL0027929250001
Filing year
2023
Form type
2
Plan sponsor
J.T. Cullen Company, Inc.
EIN
36-2681015
Plan number
001
Location
Fulton, IL
Participants
104
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,824,648
Total liabilities (EOY)
$96,764
Net assets (EOY)
$11,727,884
Employer contributions
$828,801
Participant contributions
$0
Total income / additions
-$1,474,053
Benefits paid
$2,481,250
Administrative expenses
$0
Total expenses
$2,481,262
Net increase / (decrease)
-$3,955,315
Schedule source
Schedule I

Related Form 5500 pages