Cullen And Dykman Savings Plan I — Form 5500 plan (Cullen & Dykman, 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, Cullen And Dykman Savings Plan I is a benefit plan reported by Cullen & Dykman, Llp under EIN 11-0658700 and plan number 003. The latest loaded filing year is 2023. The filing reports 268 participants and $84,937,843 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cullen & Dykman, Llp
EIN
11-0658700
Plan number
003
Plan type
2
Location
Uniondale, NY
Latest filing year
2023
Participants
268
End-of-year plan assets
$84,937,843

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023268H, C20241012120854NAL0023416945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$84,937,843
Total liabilities (EOY)
$0
Net assets (EOY)
$84,937,843
Net assets (BOY)
$79,201,876

Income & contributions

Employer contributions
$875,769
Participant contributions
$1,544,790
Total contributions
$2,548,272
Total income / additions
$13,896,097

Expenses & distributions

Benefits paid
$8,298,989
Administrative expenses
$2,315
Total expenses
$8,364,808
Net increase / (decrease)
$5,531,289

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$2,115$02023
Charles Schwab & Co., Inc.NONE$200$02023

Related Form 5500 pages