Cuhaci & Peterson Architects, Engineers, Planners, Inc. 401(K) Plan — Form 5500 plan (Cuhaci & Peterson Architects, Engineers, Planners, 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, Cuhaci & Peterson Architects, Engineers, Planners, Inc. 401(K) Plan is a benefit plan reported by Cuhaci & Peterson Architects, Engineers, Planners, Inc. under EIN 59-3546788 and plan number 001. The latest loaded filing year is 2023. The filing reports 334 participants and $9,513,720 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cuhaci & Peterson Architects, Engineers, Planners, Inc.
- EIN
- 59-3546788
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 334
- End-of-year plan assets
- $9,513,720
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20251007073519NAL0004278769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,513,720
- Net assets (EOY)
- $9,513,720
- Net assets (BOY)
- $7,544,081
Income & contributions
- Employer contributions
- $433,081
- Participant contributions
- $1,016,433
- Total contributions
- $1,501,752
- Total income / additions
- $2,836,607
Expenses & distributions
- Benefits paid
- $823,189
- Administrative expenses
- $33,366
- Total expenses
- $866,968
- Net increase / (decrease)
- $1,969,639
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Martin, Martin, Randall & Associate | TPA | $0 | $4,047 | 2023 |
| Morningstar | INVESTMENT ADVISORY | $536 | $681 | 2023 |
| Voya Retirement Insurance And Annui | RECORDKEEPER | not reported in the loaded dataset | $536 | 2023 |
| Lpl Financial Corportation | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cuhaci & Peterson Architects, Engineers, Planners, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Martin, Martin, Randall & Associate — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Lpl Financial Corportation — Schedule C compensation