How many benefit plans does Curtis Instruments, Inc. report on Form 5500?

Curtis Instruments, Inc. (EIN 13-1933394) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Curtis Instruments, Inc.?

The Employer Identification Number (EIN) reported for Curtis Instruments, Inc. is 13-1933394.

What is the latest Form 5500 filing year for Curtis Instruments, Inc.?

The latest loaded Form 5500 filing year for Curtis Instruments, Inc. is 2023.

Curtis Instruments, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Curtis Instruments, Inc. (EIN 13-1933394) is a plan sponsor located in Mount Kisco, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 13-1933394
Location: Mount Kisco, NY
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $108,123,608
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $108,123,608

Contributions & income

Employer contributions: $2,007,202
Participant contributions: $3,575,777
Total income / additions: $25,666,672

Expenses & distributions

Benefits paid / distributions: $10,530,147
Total expenses: $10,788,010
Net increase / (decrease): $14,878,662

Coverage

Total reported participants: 836
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Curtis Instruments, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Curtis Instruments, Inc. 401(K) Retirement Plan	001	304	$92,350,155	2023
Curtis Instruments (Puerto Rico), Inc. 401(K) Retirement Plan	002	356	$15,773,453	2023
Curtis Instruments, Inc. Health Plan	507	176	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Curtis Instruments, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Curtis Instruments, Inc. Health Plan	176	—	20240705114811NAL0019466850001
2023	Curtis Instruments (Puerto Rico), Inc. 401(K) Retirement Plan	356	H, C	20250911123611NAL0000238259001
2023	Curtis Instruments, Inc. 401(K) Retirement Plan	304	H, C	20250911144626NAL0000303555001