2023 Form 5500 filing — Cullen And Dykman Llp Savings Plans I And Ii Trust
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 20241012120402NAL0047541458001) for Cullen And Dykman Llp Savings Plans I And Ii Trust, reported by Cullen And Dykman, Llp under EIN 11-0658700 and plan number 007. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012120402NAL0047541458001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Cullen And Dykman, Llp
- EIN
- 11-0658700
- Plan number
- 007
- Location
- Uniondale, NY
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,524,943
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $116,524,943
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $18,272,117
- Benefits paid
- $0
- Administrative expenses
- $89,629
- Total expenses
- $89,629
- Net increase / (decrease)
- $18,182,488
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $48,090 | not reported in the loaded dataset |
| Grassi & Company, Cpas | NONE | $27,661 | not reported in the loaded dataset |
| Usi Consulting Group Inc | NONE | $7,715 | not reported in the loaded dataset |
| Covington & Burling Llp | NONE | $6,163 | not reported in the loaded dataset |