Original filing (PDF)20240716125138NAL0001753091001

MCCULLAR FAMILY, LLC

Name: MCCULLAR FAMILY, LLC — MCCULLAR FAMILY, LLC 401(K) PLAN, Form 5500 (2023)
Creator: MCCULLAR FAMILY, LLC

Form 5500-SF

FILING_RECEIVED

MCCULLAR FAMILY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$211K

Net assets (EOY)

$211K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCCULLAR FAMILY, LLC.

Plan sponsor

Name

MCCULLAR FAMILY, LLC

EIN

45-0996999

Address

P.O. BOX 7 · POULSBO, WA · 98823

Phone

(360) 710-7996

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

ADCOCK PROPERTY MANAGEMENT LLC

ADCOCK 401(K) RETIREMENT PLAN

$212K · 70 participants

HOLMES GLORIOSO HOME GROUP

HOLMES GLORIOSO HOME GROUP 401(K) PLAN

$211K · 3 participants

855 NORTH EAST LLC

CHATHAM PARK DEVELOPMENT -401K

$212K · 80 participants

SYNERGY PROPERTY SOLUTIONS, INC.

SYNERGY PROPERTY SOLUTIONS, INC.401(K) PLAN

$210K · 4 participants

REFORMED PILATES LLC

REFORMED PILATES 401(K) PLAN

$213K · 34 participants