Plan5500

Curate Partners 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, Curate Partners LLC (EIN 46-5538719) is a plan sponsor located in Woburn, MA with 1 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
46-5538719
Location
Woburn, MA
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.5MSummed across loaded plans$4,462,094
Total reported assets$4.5M$4,462,094
Total reported participants419
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$1.1M
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$959.2K
Total expenses$995.8K
Net increase / (decrease)$894K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

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%Curate Partners LLC 401 K Profit Sharing Plan Trust
Participants per plan419Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Curate Partners LLC 401 K Profit Sharing Plan Trust$4.5M
    Plan #001 · 419 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Curate Partners LLC
YearPlanParticipantsSchedulesFiling
2023Curate Partners LLC 401 K Profit Sharing Plan Trust419H, C20241001100916NAL0012086496001

Related Form 5500 pages