J.T. Cullen Co., Inc. Employee Stock Ownership Plan — Form 5500 plan (J.T. Cullen Company, 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, J.T. Cullen Co., Inc. Employee Stock Ownership Plan is a benefit plan reported by J.T. Cullen Company, Inc. under EIN 36-2681015 and plan number 001. The latest loaded filing year is 2023. The filing reports 104 participants and $11,824,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.T. Cullen Company, Inc.
- EIN
- 36-2681015
- Plan number
- 001
- Plan type
- 2
- Location
- Fulton, IL
- Latest filing year
- 2023
- Participants
- 104
- End-of-year plan assets
- $11,824,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 104 | I | 20240815133428NAL0027929250001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,824,648
- Total liabilities (EOY)
- $96,764
- Net assets (EOY)
- $11,727,884
- Net assets (BOY)
- $15,683,199
Income & contributions
- Employer contributions
- $828,801
- Participant contributions
- $0
- Total income / additions
- -$1,474,053
Expenses & distributions
- Benefits paid
- $2,481,250
- Administrative expenses
- $0
- Total expenses
- $2,481,262
- Net increase / (decrease)
- -$3,955,315
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.