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, Tully Group Employee Savings And Protection Plan is a benefit plan reported by Tully Construction Co., Inc. under EIN 11-2493726 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,163 participants and $46,751,625 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,751,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,751,625
- Net assets (BOY)
- $39,202,992
Income & contributions
- Employer contributions
- $1,000,399
- Participant contributions
- $3,954,067
- Total contributions
- $5,094,879
- Total income / additions
- $11,476,845
Expenses & distributions
- Benefits paid
- $3,570,484
- Administrative expenses
- $293,063
- Total expenses
- $3,928,212
- Net increase / (decrease)
- $7,548,633