Plan5500

Cullen Profit Sharing Plan And Trust — Form 5500 plan (J.P. Cullen & Sons, 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, Cullen Profit Sharing Plan And Trust is a benefit plan reported by J.P. Cullen & Sons, Inc. under EIN 39-1367756 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $32,256,323 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
J.P. Cullen & Sons, Inc.
EIN
39-1367756
Plan number
001
Plan type
2
Location
Janesville, WI
Latest filing year
2023
Participants
212
End-of-year plan assets
$32,256,323

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20241015105038NAL0028115713003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,256,323
Net assets (EOY)
$32,256,323
Net assets (BOY)
$26,871,115

Income & contributions

Employer contributions
$3,268,972
Total contributions
$3,268,972
Total income / additions
$6,989,444

Expenses & distributions

Benefits paid
$1,499,940
Administrative expenses
$104,296
Total expenses
$1,604,236
Net increase / (decrease)
$5,385,208

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Robert W. Baird & Co., Inc.NONE$85,513not reported in the loaded dataset2023
Baker Tilly Us, LlpNONE$9,550not reported in the loaded dataset2023
Clarion Lion Properties Fund, LpNONE$9,011not reported in the loaded dataset2023

Related Form 5500 pages