Cullen And Dykman Savings Plan Ii — 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 Ii is a benefit plan reported by Cullen & Dykman, Llp under EIN 11-0658700 and plan number 004. The latest loaded filing year is 2023. The filing reports 185 participants and $36,983,816 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
004
Plan type
2
Location
Uniondale, NY
Latest filing year
2023
Participants
185
End-of-year plan assets
$36,983,816

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20241012121546NAL0041475648001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,983,816
Total liabilities (EOY)
$0
Net assets (EOY)
$36,983,816
Net assets (BOY)
$33,716,033

Income & contributions

Employer contributions
$340,803
Participant contributions
$1,713,492
Total contributions
$2,124,066
Total income / additions
$9,337,787

Expenses & distributions

Benefits paid
$5,863,963
Administrative expenses
$1,363
Total expenses
$5,865,326
Net increase / (decrease)
$3,472,461

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Charles Schwab & Co., Inc.NONE$1,299$02023
Empower Annuity Insurance Company ONONE$429$02023

Related Form 5500 pages