Culmen Real Estate Services Retirement Plan — Form 5500 plan (Culmen Real Estate Services, 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, Culmen Real Estate Services Retirement Plan is a benefit plan reported by Culmen Real Estate Services, Inc. under EIN 82-3000146 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $10,767,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Culmen Real Estate Services, Inc.
- EIN
- 82-3000146
- Plan number
- 001
- Plan type
- 2
- Location
- Dayton, OH
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $10,767,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20240830133817NAL0008396675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,767,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,767,429
- Net assets (BOY)
- $9,462,492
Income & contributions
- Employer contributions
- $207,541
- Participant contributions
- $616,724
- Total contributions
- $1,124,044
- Total income / additions
- $2,515,940
Expenses & distributions
- Benefits paid
- $1,161,225
- Administrative expenses
- $49,392
- Total expenses
- $1,211,003
- Net increase / (decrease)
- $1,304,937
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $28,142 | $0 | 2023 |
| Brady Ware And Schoenfeld Inc | ACCOUNTANT/AUDITOR | $14,250 | not reported in the loaded dataset | 2023 |
| Esler & Vanderschaaff Co | ATTORNEY/LEGAL | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Culmen Real Estate Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Dayton, OH
- Fidelity Investments Institutional — Schedule C compensation
- Brady Ware And Schoenfeld Inc — Schedule C compensation
- Esler & Vanderschaaff Co — Schedule C compensation