Plan5500

Curtis C. Gunn, 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 C. Gunn, Inc. (EIN 74-2143518) is a plan sponsor located in San Antonio, TX 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
74-2143518
Location
San Antonio, TX
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 C. Gunn, Inc.

  • 2 loaded plans hold $50.1M in reported assets.
  • The largest, Curtis C. Gunn, Inc. 401(K) Plan, holds 96% of this company's reported plan assets.
  • Plans cover 1,927 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$50.1MSummed across loaded plans$50,085,695
Total reported assets$50.1M$50,094,126
Total reported participants1.9K1,927
Total reported liabilities$8.4K$8,431

Reported net position

Reported assets = net assets + liabilities (summed)$50.1M total assets
Net assets$50.1MLiabilities$8.4K
Contributions & income
Employer contributions$3.2M
Participant contributions$5.8M
Total income / additions$16M
Expenses & distributions
Benefits paid / distributions$7.3M
Total expenses$7.9M
Net increase / (decrease)$8.1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (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 assets96%Curtis C. Gunn, Inc. 401(K) Plan
Participants per plan964Average 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 C. Gunn, Inc. 401(K) Plan$48.1M
    Plan #001 · 1,041 participants · 2023
  2. 2
    Curtis C. Gunn, Inc. Welfare Benefit Plan$1.9M
    Plan #501 · 886 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 C. Gunn, Inc.. Open one for its full reported snapshot.

  1. 2023
    Curtis C. Gunn, Inc. 401(K) Plan1,041 participants · 2Sch HSch C
    View filing →
  2. 2023
    Curtis C. Gunn, Inc. Welfare Benefit Plan886 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Curtis C. Gunn, Inc. report on Form 5500?
Curtis C. Gunn, Inc. (EIN 74-2143518) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Curtis C. Gunn, Inc.?
The Employer Identification Number (EIN) reported for Curtis C. Gunn, Inc. is 74-2143518.
What is the latest Form 5500 filing year for Curtis C. Gunn, Inc.?
The latest loaded Form 5500 filing year for Curtis C. Gunn, Inc. is 2023.

Related Form 5500 pages