Pullman & Comley Retirement Plan — Form 5500 plan (Pullman & Comley, 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, Pullman & Comley Retirement Plan is a benefit plan reported by Pullman & Comley, LLC under EIN 06-0662400 and plan number 002. The latest loaded filing year is 2023. The filing reports 141 participants and $76,991,082 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pullman & Comley, LLC
EIN
06-0662400
Plan number
002
Plan type
2
Location
Bridgeport, CT
Latest filing year
2023
Participants
141
End-of-year plan assets
$76,991,082

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20241015084202NAL0047069072001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,991,082
Total liabilities (EOY)
$0
Net assets (EOY)
$76,991,082
Net assets (BOY)
$67,624,268

Income & contributions

Employer contributions
$1,364,697
Participant contributions
$1,354,095
Total contributions
$2,756,926
Total income / additions
$14,795,897

Expenses & distributions

Benefits paid
$5,402,132
Administrative expenses
$26,951
Total expenses
$5,429,083
Net increase / (decrease)
$9,366,814

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$27,087$02023

Related Form 5500 pages