Culy Contracting LLC Retirement Savings Plan — Form 5500 plan (Culy Contracting LLC)
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, Culy Contracting LLC Retirement Savings Plan is a benefit plan reported by Culy Contracting LLC under EIN 84-4834795 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $3,985,087 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Culy Contracting LLC
- EIN
- 84-4834795
- Plan number
- 001
- Plan type
- 2
- Location
- Winchester, IN
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $3,985,087
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20241003131144NAL0017736576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,985,087
- Total liabilities (EOY)
- $123
- Net assets (EOY)
- $3,984,964
- Net assets (BOY)
- $3,248,980
Income & contributions
- Employer contributions
- $234,145
- Participant contributions
- $290,533
- Total contributions
- $528,487
- Total income / additions
- $1,045,774
Expenses & distributions
- Benefits paid
- $304,085
- Administrative expenses
- $5,705
- Total expenses
- $309,790
- Net increase / (decrease)
- $735,984
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones & Co.,L.P | RIA | $13,844 | not reported in the loaded dataset | 2023 |