Tully Group Employee Savings And Protection Plan — Form 5500 plan (Tully Construction Co., Inc.)

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, Tully Group Employee Savings And Protection Plan is a benefit plan reported by Tully Construction Co., Inc. under EIN 11-2493726 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,163 participants and $46,751,625 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tully Construction Co., Inc.
EIN
11-2493726
Plan number
001
Plan type
2
Location
Flushing, NY
Latest filing year
2023
Participants
1,163
End-of-year plan assets
$46,751,625

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,163H, C20241015143928NAL0016649123001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,751,625
Total liabilities (EOY)
$0
Net assets (EOY)
$46,751,625
Net assets (BOY)
$39,202,992

Income & contributions

Employer contributions
$1,000,399
Participant contributions
$3,954,067
Total contributions
$5,094,879
Total income / additions
$11,476,845

Expenses & distributions

Benefits paid
$3,570,484
Administrative expenses
$293,063
Total expenses
$3,928,212
Net increase / (decrease)
$7,548,633

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pcs Retirement, LLCRECORDKEEPER$172,130not reported in the loaded dataset2023
Nrl Wealth Creation Strategies, LLCINVESTMENT ADVISOR$120,933not reported in the loaded dataset2023
Assetmark, Inc.INVESTMENT MANAGER$0not reported in the loaded dataset2023

Related Form 5500 pages