Pullman & Comley Ima 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 Ima Retirement Plan is a benefit plan reported by Pullman & Comley, LLC under EIN 06-0662400 and plan number 004. The latest loaded filing year is 2023. The filing reports 97 participants and $15,601,458 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.6MPlan net assets, end of year$15,601,458
Participants97Covered participants reported
Assets / participant$160.8KComputed: assets ÷ participants$160,840 (computed)
Provider compensationNone reported
Plan sponsor
Pullman & Comley, LLC
EIN
06-0662400
Plan number
004
Plan type
2
Location
Bridgeport, CT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202397I20241015084723NAL0056672258001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$15.6M total assets
Net assets$15.6MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$158.6K
Participant$828.4K
Full reported line items

Net assets

Total assets (EOY)
$15,601,458
Total liabilities (EOY)
$0
Net assets (EOY)
$15,601,458
Net assets (BOY)
$13,467,330

Income & contributions

Employer contributions
$158,563
Participant contributions
$828,414
Total income / additions
$3,294,291

Expenses & distributions

Benefits paid
$1,144,190
Administrative expenses
$15,973
Total expenses
$1,160,163
Net increase / (decrease)
$2,134,128
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 16%Participant 84%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income35%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages