2023 Form 5500 filing — Culver Tool & Engineering, LLC 401(K) Plan & 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 20251013110348NAL0000521123001) for Culver Tool & Engineering, LLC 401(K) Plan & Trust, reported by Culver Tool & Engineering, LLC under EIN 35-1753639 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251013110348NAL0000521123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Culver Tool & Engineering, LLC
- EIN
- 35-1753639
- Plan number
- 001
- Location
- Plymouth, IN
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,049,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,049,530
- Employer contributions
- $344,023
- Participant contributions
- $704,998
- Total income / additions
- $2,117,512
- Benefits paid
- $655,137
- Administrative expenses
- $81,303
- Total expenses
- $736,440
- Net increase / (decrease)
- $1,381,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services | INVESTMENT ADVISOR | $33,086 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | RECORDKEEPER | $32,065 | $0 |
| Retirement Plan Concepts & Services | CONTRACT ADMIN | $4,824 | $6,377 |
| Insight Accounting Group Pc | AUDITOR | $5,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,034 | not reported in the loaded dataset |