Tully Rinckey Pllc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Tully Rinckey Pllc)
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 Rinckey Pllc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Tully Rinckey Pllc under EIN 20-2053454 and plan number 001. The latest loaded filing year is 2023. The filing reports 101 participants and $7,065,687 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tully Rinckey Pllc
- EIN
- 20-2053454
- Plan number
- 001
- Plan type
- 2
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 101
- End-of-year plan assets
- $7,065,687
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 101 | H, C | 20241009095611NAL0032372016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,065,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,065,687
- Net assets (BOY)
- $5,820,244
Income & contributions
- Employer contributions
- $213,246
- Participant contributions
- $435,029
- Total contributions
- $668,188
- Total income / additions
- $1,783,953
Expenses & distributions
- Benefits paid
- $492,489
- Administrative expenses
- $42,962
- Total expenses
- $538,510
- Net increase / (decrease)
- $1,245,443
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Asset Management LLC | INVESTMENT/FINANCIAL ADVI | $29,343 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $13,618 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |