Cullum Mechanical Construction, Inc. 401(K) Retirement Savings & Profit Sharing Plan — Form 5500 plan (Cullum Mechanical Construction, 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, Cullum Mechanical Construction, Inc. 401(K) Retirement Savings & Profit Sharing Plan is a benefit plan reported by Cullum Mechanical Construction, Inc. under EIN 57-0546491 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $18,706,776 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cullum Mechanical Construction, Inc.
EIN
57-0546491
Plan number
001
Plan type
2
Location
North Charleston, SC
Latest filing year
2023
Participants
292
End-of-year plan assets
$18,706,776

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023292H, C20250227090149NAL0001174995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,706,776
Total liabilities (EOY)
$0
Net assets (EOY)
$18,706,776
Net assets (BOY)
$16,287,533

Income & contributions

Employer contributions
$350,002
Participant contributions
$742,443
Total contributions
$1,092,445
Total income / additions
$4,621,714

Expenses & distributions

Benefits paid
$2,131,865
Administrative expenses
$65,289
Total expenses
$2,202,471
Net increase / (decrease)
$2,419,243

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Carolina Qualified Retirement PlanNONE$30,176not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$24,220$02023
Moss & Yantis CpaNONE$8,000not reported in the loaded dataset2023

Related Form 5500 pages