2023 Form 5500 filing — Tully Rinckey Pllc 401(K) Profit Sharing Plan And 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 20241009095611NAL0032372016001) for Tully Rinckey Pllc 401(K) Profit Sharing Plan And Trust, reported by Tully Rinckey Pllc under EIN 20-2053454 and plan number 001. It reports 101 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009095611NAL0032372016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tully Rinckey Pllc
- EIN
- 20-2053454
- Plan number
- 001
- Location
- Albany, NY
- Participants
- 101
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,065,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,065,687
- Employer contributions
- $213,246
- Participant contributions
- $435,029
- Total income / additions
- $1,783,953
- Benefits paid
- $492,489
- Administrative expenses
- $42,962
- Total expenses
- $538,510
- Net increase / (decrease)
- $1,245,443
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Management LLC | INVESTMENT/FINANCIAL ADVI | $29,343 | $0 |
| Adp, Inc. | RECORD KEEPER | $13,618 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |