2023 Form 5500 filing — Culmen Real Estate Services 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 20240830133817NAL0008396675001) for Culmen Real Estate Services Retirement Plan, reported by Culmen Real Estate Services, Inc. under EIN 82-3000146 and plan number 001. It reports 244 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)$10.8MReported net assets$10,767,429
Participants244
Provider compensation$49.4K3 Schedule C row(s)$49,392
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240830133817NAL0008396675001
- Plan sponsor
- Culmen Real Estate Services, Inc.
- EIN
- 82-3000146
- Plan number
- 001
- Location
- Dayton, OH
- 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)$10.8M total assets
Net assets$10.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,767,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,767,429
- Employer contributions
- $207,541
- Participant contributions
- $616,724
- Total income / additions
- $2,515,940
- Benefits paid
- $1,161,225
- Administrative expenses
- $49,392
- Total expenses
- $1,211,003
- Net increase / (decrease)
- $1,304,937
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $28,142 | $0 |
| Brady Ware And Schoenfeld Inc | ACCOUNTANT/AUDITOR | $14,250 | not reported in the loaded dataset |
| Esler & Vanderschaaff Co | ATTORNEY/LEGAL | $7,000 | not reported in the loaded dataset |