Cullen And Dykman Llp Savings Plans I And Ii Trust — Form 5500 plan (Cullen And 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 Llp Savings Plans I And Ii Trust is a benefit plan reported by Cullen And Dykman, Llp under EIN 11-0658700 and plan number 007. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $116,524,943 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cullen And Dykman, Llp
- EIN
- 11-0658700
- Plan number
- 007
- Plan type
- 4
- Location
- Uniondale, NY
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $116,524,943
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241012120402NAL0047541458001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $116,524,943
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $116,524,943
- Net assets (BOY)
- $106,579,958
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $18,272,117
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $89,629
- Total expenses
- $89,629
- Net increase / (decrease)
- $18,182,488
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $48,090 | not reported in the loaded dataset | 2023 |
| Grassi & Company, Cpas | NONE | $27,661 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group Inc | NONE | $7,715 | not reported in the loaded dataset | 2023 |
| Covington & Burling Llp | NONE | $6,163 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cullen And Dykman, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Uniondale, NY
- Morgan Stanley — Schedule C compensation
- Grassi & Company, Cpas — Schedule C compensation
- Usi Consulting Group Inc — Schedule C compensation
- Covington & Burling Llp — Schedule C compensation