Murtha Cullina Llp Profit Sharing Retirement Plan — Form 5500 plan (Murtha Cullina Llp)
Plain-English plan 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, Murtha Cullina Llp Profit Sharing Retirement Plan is a benefit plan reported by Murtha Cullina Llp under EIN 06-0686015 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $108,134,507 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Murtha Cullina Llp
- EIN
- 06-0686015
- Plan number
- 001
- Plan type
- 2
- Location
- Hartford, CT
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $108,134,507
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20240730134424NAL0013450675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,134,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $108,134,507
- Net assets (BOY)
- $97,789,961
Income & contributions
- Employer contributions
- $727,880
- Participant contributions
- $1,502,758
- Total contributions
- $2,374,008
- Total income / additions
- $21,199,139
Expenses & distributions
- Benefits paid
- $10,736,727
- Administrative expenses
- $117,866
- Total expenses
- $10,854,593
- Net increase / (decrease)
- $10,344,546
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bradley, Foster & Sargent | INVESTMENT ADVISOR | $78,482 | not reported in the loaded dataset | 2023 |
| L. Hardy Mason | INVESTMENT ADVISOR | $64,784 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | INVESTMENT ADVISOR | $33,792 | not reported in the loaded dataset | 2023 |
| Resources Management | INVESTMENT ADVISOR | $17,531 | not reported in the loaded dataset | 2023 |
| Halsey Associates | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPING | -$76,723 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Murtha Cullina Llp
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hartford, CT
- Bradley, Foster & Sargent — Schedule C compensation
- L. Hardy Mason — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Resources Management — Schedule C compensation
- Halsey Associates — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation