?>
Logo

DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameDR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DR. SAMUEL K. CULLAN AND ASSOCIATES P.C. has sponsored the creation of one or more 401k plans.

Company Name:DR. SAMUEL K. CULLAN AND ASSOCIATES P.C.
Employer identification number (EIN):431874017
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01VIRGINIA CULLAN2023-07-24
0012021-01-01VIRGINIA CULLAN2022-07-11
0012020-01-01VIRGINIA CULLAN2021-07-19
0012019-01-01VIRGINIA CULLAN2020-10-13
0012018-01-01VIRGINIA CULLAN2019-09-25
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01SAMUEL K. CULLAN, M.D.
0012013-01-01SAMUEL K. CULLAN, M.D.
0012012-01-01SAMUEL K. CULLAN, M.D.
0012011-01-01SAMUEL K. CULLAN, M.D.
0012010-01-01SAMUEL K. CULLAN, M.D.2011-04-19 SAMUEL K. CULLAN, M.D.2011-04-19

Plan Statistics for DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-019
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-018
Number of participants with account balances2022-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-019
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018
Number of participants with account balances2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018
Number of participants with account balances2020-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-017
Number of participants with account balances2019-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Number of participants with account balances2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources2022-12-31$851,854
Expenses. Total of all expenses incurred2022-12-31$202,500
Benefits paid (including direct rollovers)2022-12-31$177,971
Total plan assets at end of year2022-12-31$7,993,541
Total plan assets at beginning of year2022-12-31$7,344,187
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$99,340
Other income received2022-12-31$610,015
Net income (gross income less expenses)2022-12-31$649,354
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,993,541
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,344,187
Assets. Value of assets in partnership/joint-venture interests2022-12-31$3,235,478
Total contributions received or receivable from employer(s)2022-12-31$142,499
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$24,529
2021 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources2021-12-31$487,551
Expenses. Total of all expenses incurred2021-12-31$22,985
Benefits paid (including direct rollovers)2021-12-31$488
Total plan assets at end of year2021-12-31$7,344,187
Total plan assets at beginning of year2021-12-31$6,879,621
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$94,434
Other income received2021-12-31$259,441
Net income (gross income less expenses)2021-12-31$464,566
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,344,187
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,879,621
Assets. Value of assets in partnership/joint-venture interests2021-12-31$2,728,017
Total contributions received or receivable from employer(s)2021-12-31$133,676
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$22,497
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources2020-12-31$817,056
Expenses. Total of all expenses incurred2020-12-31$25,869
Benefits paid (including direct rollovers)2020-12-31$10,000
Total plan assets at end of year2020-12-31$6,879,621
Total plan assets at beginning of year2020-12-31$6,088,434
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$91,040
Contributions received from other sources (not participants or employers)2020-12-31$28,721
Other income received2020-12-31$568,725
Net income (gross income less expenses)2020-12-31$791,187
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,879,621
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$6,088,434
Assets. Value of assets in partnership/joint-venture interests2020-12-31$3,172,574
Total contributions received or receivable from employer(s)2020-12-31$128,570
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$15,869
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$1,006,891
Expenses. Total of all expenses incurred2019-12-31$54,382
Benefits paid (including direct rollovers)2019-12-31$41,977
Total plan assets at end of year2019-12-31$6,088,434
Total plan assets at beginning of year2019-12-31$5,135,925
Value of fidelity bond covering the plan2019-12-31$680,000
Total contributions received or receivable from participants2019-12-31$90,011
Contributions received from other sources (not participants or employers)2019-12-31$59,371
Other income received2019-12-31$726,809
Net income (gross income less expenses)2019-12-31$952,509
Net plan assets at end of year (total assets less liabilities)2019-12-31$6,088,434
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,135,925
Assets. Value of assets in partnership/joint-venture interests2019-12-31$3,107,035
Total contributions received or receivable from employer(s)2019-12-31$130,700
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$12,405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$595,704
Expenses. Total of all expenses incurred2018-12-31$11,117
Benefits paid (including direct rollovers)2018-12-31$126
Total plan assets at end of year2018-12-31$5,135,925
Total plan assets at beginning of year2018-12-31$4,551,338
Value of fidelity bond covering the plan2018-12-31$680,000
Total contributions received or receivable from participants2018-12-31$79,590
Other income received2018-12-31$393,058
Net income (gross income less expenses)2018-12-31$584,587
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,135,925
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,551,338
Assets. Value of assets in partnership/joint-venture interests2018-12-31$2,680,993
Total contributions received or receivable from employer(s)2018-12-31$123,056
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$10,991
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$1,164,775
Expenses. Total of all expenses incurred2017-12-31$25,088
Benefits paid (including direct rollovers)2017-12-31$11,924
Total plan assets at end of year2017-12-31$4,551,338
Total plan assets at beginning of year2017-12-31$3,411,651
Value of fidelity bond covering the plan2017-12-31$680,000
Total contributions received or receivable from participants2017-12-31$82,875
Other income received2017-12-31$965,722
Net income (gross income less expenses)2017-12-31$1,139,687
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,551,338
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,411,651
Assets. Value of assets in partnership/joint-venture interests2017-12-31$2,528,128
Total contributions received or receivable from employer(s)2017-12-31$116,178
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13,164
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$494,475
Expenses. Total of all expenses incurred2016-12-31$8,537
Total plan assets at end of year2016-12-31$3,411,651
Total plan assets at beginning of year2016-12-31$2,925,713
Value of fidelity bond covering the plan2016-12-31$680,000
Total contributions received or receivable from participants2016-12-31$90,285
Other income received2016-12-31$295,426
Net income (gross income less expenses)2016-12-31$485,938
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,411,651
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,925,713
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,513,445
Total contributions received or receivable from employer(s)2016-12-31$108,764
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$8,537
2015 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$528,776
Expenses. Total of all expenses incurred2015-12-31$9,389
Total plan assets at end of year2015-12-31$2,925,713
Total plan assets at beginning of year2015-12-31$2,406,326
Value of fidelity bond covering the plan2015-12-31$680,000
Total contributions received or receivable from participants2015-12-31$68,370
Other income received2015-12-31$338,926
Net income (gross income less expenses)2015-12-31$519,387
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,925,713
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,406,326
Assets. Value of assets in partnership/joint-venture interests2015-12-31$685,712
Total contributions received or receivable from employer(s)2015-12-31$121,480
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$9,389
2014 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$244,549
Expenses. Total of all expenses incurred2014-12-31$5,472
Total plan assets at end of year2014-12-31$2,406,326
Total plan assets at beginning of year2014-12-31$2,167,249
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$72,320
Other income received2014-12-31$57,348
Net income (gross income less expenses)2014-12-31$239,077
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,406,326
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,167,249
Assets. Value of assets in partnership/joint-venture interests2014-12-31$1,182,168
Total contributions received or receivable from employer(s)2014-12-31$114,881
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,472
2013 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$452,158
Expenses. Total of all expenses incurred2013-12-31$7,629
Total plan assets at end of year2013-12-31$2,167,249
Total plan assets at beginning of year2013-12-31$1,722,720
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$64,320
Other income received2013-12-31$292,024
Net income (gross income less expenses)2013-12-31$444,529
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,167,249
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,722,720
Assets. Value of assets in partnership/joint-venture interests2013-12-31$805,388
Total contributions received or receivable from employer(s)2013-12-31$95,814
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$7,629
2012 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$452,032
Expenses. Total of all expenses incurred2012-12-31$7,806
Total plan assets at end of year2012-12-31$1,722,720
Total plan assets at beginning of year2012-12-31$1,278,494
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$83,620
Other income received2012-12-31$260,856
Net income (gross income less expenses)2012-12-31$444,226
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,722,720
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,278,494
Assets. Value of participant loans2012-12-31$4,175
Assets. Value of assets in partnership/joint-venture interests2012-12-31$675,464
Total contributions received or receivable from employer(s)2012-12-31$107,556
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,806
2011 : DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$95,725
Expenses. Total of all expenses incurred2011-12-31$525,290
Benefits paid (including direct rollovers)2011-12-31$525,290
Total plan assets at end of year2011-12-31$1,278,494
Total plan assets at beginning of year2011-12-31$1,708,059
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$80,120
Other income received2011-12-31$-106,759
Net income (gross income less expenses)2011-12-31$-429,565
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,278,494
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,708,059
Assets. Value of participant loans2011-12-31$11,185
Assets. Value of assets in partnership/joint-venture interests2011-12-31$197,524
Total contributions received or receivable from employer(s)2011-12-31$122,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

2022: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DR. SAMUEL K. CULLAN AND ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number16754
Policy instance 1
Insurance contract or identification number16754
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-16
Total amount of commissions paid to insurance brokerUSD $16,512
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,712
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number16754
Policy instance 1
Insurance contract or identification number16754
Number of Individuals Covered9
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $10,892
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,812
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number16754
Policy instance 1
Insurance contract or identification number16754
Number of Individuals Covered8
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,164
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,956
Insurance broker organization code?3
Insurance broker nameDEMARS PENSION CONSULTING SERVICES

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3