Plan5500

2023 Form 5500 filing — Murtha Cullina Llp Profit Sharing Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730134424NAL0013450675001) for Murtha Cullina Llp Profit Sharing Retirement Plan, reported by Murtha Cullina Llp under EIN 06-0686015 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240730134424NAL0013450675001
Filing year
2023
Form type
2
Plan sponsor
Murtha Cullina Llp
EIN
06-0686015
Plan number
001
Location
Hartford, CT
Participants
279
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$108,134,507
Total liabilities (EOY)
$0
Net assets (EOY)
$108,134,507
Employer contributions
$727,880
Participant contributions
$1,502,758
Total income / additions
$21,199,139
Benefits paid
$10,736,727
Administrative expenses
$117,866
Total expenses
$10,854,593
Net increase / (decrease)
$10,344,546
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bradley, Foster & SargentINVESTMENT ADVISOR$78,482not reported in the loaded dataset
L. Hardy MasonINVESTMENT ADVISOR$64,784not reported in the loaded dataset
Strategic Advisors, Inc.INVESTMENT ADVISOR$33,792not reported in the loaded dataset
Resources ManagementINVESTMENT ADVISOR$17,531not reported in the loaded dataset
Halsey AssociatesINVESTMENT ADVISOR$0not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPING-$76,723not reported in the loaded dataset

Related Form 5500 pages