2023 Form 5500 filing — Culy Contracting LLC Retirement Savings 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 20241003131144NAL0017736576001) for Culy Contracting LLC Retirement Savings Plan, reported by Culy Contracting LLC under EIN 84-4834795 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003131144NAL0017736576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Culy Contracting LLC
- EIN
- 84-4834795
- Plan number
- 001
- Location
- Winchester, IN
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,985,087
- Total liabilities (EOY)
- $123
- Net assets (EOY)
- $3,984,964
- Employer contributions
- $234,145
- Participant contributions
- $290,533
- Total income / additions
- $1,045,774
- Benefits paid
- $304,085
- Administrative expenses
- $5,705
- Total expenses
- $309,790
- Net increase / (decrease)
- $735,984
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones & Co.,L.P | RIA | $13,844 | not reported in the loaded dataset |