2023 Form 5500 filing — Cullen 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 20241015105038NAL0028115713003) for Cullen Profit Sharing Plan And Trust, reported by J.P. Cullen & Sons, Inc. under EIN 39-1367756 and plan number 001. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105038NAL0028115713003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.P. Cullen & Sons, Inc.
- EIN
- 39-1367756
- Plan number
- 001
- Location
- Janesville, WI
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,256,323
- Net assets (EOY)
- $32,256,323
- Employer contributions
- $3,268,972
- Total income / additions
- $6,989,444
- Benefits paid
- $1,499,940
- Administrative expenses
- $104,296
- Total expenses
- $1,604,236
- Net increase / (decrease)
- $5,385,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robert W. Baird & Co., Inc. | NONE | $85,513 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $9,550 | not reported in the loaded dataset |
| Clarion Lion Properties Fund, Lp | NONE | $9,011 | not reported in the loaded dataset |