2023 Form 5500 filing — Cantor Colburn Llp 401(K) Profit Sharing 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 20241009074231NAL0030680288001) for Cantor Colburn Llp 401(K) Profit Sharing Plan, reported by Cantor Colburn Llp under EIN 06-1091957 and plan number 002. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009074231NAL0030680288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cantor Colburn Llp
- EIN
- 06-1091957
- Plan number
- 002
- Location
- Hartford, CT
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,615,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,615,994
- Employer contributions
- $1,088,009
- Participant contributions
- $2,648,460
- Total income / additions
- $15,933,382
- Benefits paid
- $4,967,029
- Administrative expenses
- $98,692
- Total expenses
- $5,065,721
- Net increase / (decrease)
- $10,867,661
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $89,890 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $16,972 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$110 | $0 |