2023 Form 5500 filing — The Cutter Team 401(K) Retirement Savings Plan (003)
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 20241003121425NAL0004855331001) for The Cutter Team 401(K) Retirement Savings Plan (003), reported by Cutter Management Co. under EIN 95-2643893 and plan number 003. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003121425NAL0004855331001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cutter Management Co.
- EIN
- 95-2643893
- Plan number
- 003
- Location
- Aiea, HI
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,923,485
- Total liabilities (EOY)
- $7,930
- Net assets (EOY)
- $19,915,555
- Employer contributions
- $143,551
- Participant contributions
- $519,488
- Total income / additions
- $2,955,674
- Benefits paid
- $775,297
- Administrative expenses
- $128,649
- Total expenses
- $903,946
- Net increase / (decrease)
- $2,051,728
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $69,435 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $32,533 | $0 |
| Suemori & Inouye Inc Si Group Certi | CONTRACT ADMIN | $10,594 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,322 | $0 |
| Cades Schutte Llp | ATTORNEY | $2,018 | $0 |