The Cutter Team 401(K) Retirement Savings Plan (003) — Form 5500 plan (Cutter Management Co.)
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, The Cutter Team 401(K) Retirement Savings Plan (003) is a benefit plan reported by Cutter Management Co. under EIN 95-2643893 and plan number 003. The latest loaded filing year is 2023. The filing reports 195 participants and $19,923,485 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cutter Management Co.
- EIN
- 95-2643893
- Plan number
- 003
- Plan type
- 2
- Location
- Aiea, HI
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $19,923,485
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241003121425NAL0004855331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,923,485
- Total liabilities (EOY)
- $7,930
- Net assets (EOY)
- $19,915,555
- Net assets (BOY)
- $17,863,827
Income & contributions
- Employer contributions
- $143,551
- Participant contributions
- $519,488
- Total contributions
- $663,039
- Total income / additions
- $2,955,674
Expenses & distributions
- Benefits paid
- $775,297
- Administrative expenses
- $128,649
- Total expenses
- $903,946
- Net increase / (decrease)
- $2,051,728
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $69,435 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $32,533 | $0 | 2023 |
| Suemori & Inouye Inc Si Group Certi | CONTRACT ADMIN | $10,594 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,322 | $0 | 2023 |
| Cades Schutte Llp | ATTORNEY | $2,018 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cutter Management Co.
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Aiea, HI
- Empower Annuity Insurance Company — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Suemori & Inouye Inc Si Group Certi — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Cades Schutte Llp — Schedule C compensation