Cantor Colburn Llp 401(K) Profit Sharing Plan — Form 5500 plan (Cantor Colburn 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, Cantor Colburn Llp 401(K) Profit Sharing Plan is a benefit plan reported by Cantor Colburn Llp under EIN 06-1091957 and plan number 002. The latest loaded filing year is 2023. The filing reports 311 participants and $74,615,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cantor Colburn Llp
- EIN
- 06-1091957
- Plan number
- 002
- Plan type
- 2
- Location
- Hartford, CT
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $74,615,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20241009074231NAL0030680288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,615,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,615,994
- Net assets (BOY)
- $63,748,333
Income & contributions
- Employer contributions
- $1,088,009
- Participant contributions
- $2,648,460
- Total contributions
- $3,823,331
- Total income / additions
- $15,933,382
Expenses & distributions
- Benefits paid
- $4,967,029
- Administrative expenses
- $98,692
- Total expenses
- $5,065,721
- Net increase / (decrease)
- $10,867,661
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $89,890 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $16,972 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$110 | $0 | 2023 |