2023 Form 5500 filing — Tully Group Employee Savings And Protection 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 20241015143928NAL0016649123001) for Tully Group Employee Savings And Protection Plan, reported by Tully Construction Co., Inc. under EIN 11-2493726 and plan number 001. It reports 1,163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143928NAL0016649123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tully Construction Co., Inc.
- EIN
- 11-2493726
- Plan number
- 001
- Location
- Flushing, NY
- Participants
- 1,163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,751,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,751,625
- Employer contributions
- $1,000,399
- Participant contributions
- $3,954,067
- Total income / additions
- $11,476,845
- Benefits paid
- $3,570,484
- Administrative expenses
- $293,063
- Total expenses
- $3,928,212
- Net increase / (decrease)
- $7,548,633
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pcs Retirement, LLC | RECORDKEEPER | $172,130 | not reported in the loaded dataset |
| Nrl Wealth Creation Strategies, LLC | INVESTMENT ADVISOR | $120,933 | not reported in the loaded dataset |
| Assetmark, Inc. | INVESTMENT MANAGER | $0 | not reported in the loaded dataset |