Plan5500

Curtis Industries, LLC — 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 Industries, LLC (EIN 20-4148259) is a plan sponsor located in West Boylston, MA 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
20-4148259
Location
West Boylston, MA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Curtis Industries, LLC

  • 2 loaded plans hold $9.4M in reported assets.
  • The largest, Curtis Industries, LLC Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 322 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.4MSummed across loaded plans$9,380,028
Total reported assets$9.4M$9,380,028
Total reported participants322
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.4M total assets
Net assets$9.4MLiabilities$0
Contributions & income
Employer contributions$172.2K
Participant contributions$607.9K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$244K
Total expenses$250.9K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Curtis Industries, LLC Retirement Plan
Participants per plan161Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Curtis Industries, LLC Retirement Plan$9.4M
    Plan #001 · 197 participants · 2023
  2. 2
    Curtis Industries, LLC Principal Insurance Plan$0
    Plan #504 · 125 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Curtis Industries, LLC. Open one for its full reported snapshot.

  1. 2023
    Curtis Industries, LLC Retirement Plan197 participants · 2Sch HSch C
    View filing →
  2. 2023
    Curtis Industries, LLC Principal Insurance Plan125 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Curtis Industries, LLC report on Form 5500?
Curtis Industries, LLC (EIN 20-4148259) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Curtis Industries, LLC?
The Employer Identification Number (EIN) reported for Curtis Industries, LLC is 20-4148259.
What is the latest Form 5500 filing year for Curtis Industries, LLC?
The latest loaded Form 5500 filing year for Curtis Industries, LLC is 2023.

Related Form 5500 pages