Cummings & Lockwood Employees 401(K) Savings Plan — Form 5500 plan (Cummings & Lockwood LLC)
Plain-English plan 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, Cummings & Lockwood Employees 401(K) Savings Plan is a benefit plan reported by Cummings & Lockwood LLC under EIN 06-0312590 and plan number 002. The latest loaded filing year is 2023. The filing reports 249 participants and $90,238,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cummings & Lockwood LLC
- EIN
- 06-0312590
- Plan number
- 002
- Plan type
- 2
- Location
- Stamford, CT
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $90,238,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20241001131833NAL0004012531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,238,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,238,891
- Net assets (BOY)
- $80,226,640
Income & contributions
- Employer contributions
- $1,424,471
- Participant contributions
- $1,800,766
- Total contributions
- $3,399,063
- Total income / additions
- $17,337,219
Expenses & distributions
- Benefits paid
- $7,286,342
- Administrative expenses
- $38,626
- Total expenses
- $7,324,968
- Net increase / (decrease)
- $10,012,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $18,277 | $0 | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $13,962 | not reported in the loaded dataset | 2023 |
| Mccarter & English | CONSULTANT | $6,387 | not reported in the loaded dataset | 2023 |