2023 Form 5500 filing — Curt G. Joa, Inc. Employees Trust Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240815123559NAL0007487235001) for Curt G. Joa, Inc. Employees Trust Fund, reported by Curt G. Joa, Inc. under EIN 39-0376520 and plan number 001. It reports 391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815123559NAL0007487235001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Curt G. Joa, Inc.
- EIN
- 39-0376520
- Plan number
- 001
- Location
- Sheboygan Falls, WI
- Participants
- 391
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,896,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,896,585
- Employer contributions
- $790,686
- Participant contributions
- $1,955,777
- Total income / additions
- $13,571,872
- Benefits paid
- $6,076,620
- Administrative expenses
- $214,584
- Total expenses
- $6,291,204
- Net increase / (decrease)
- $7,280,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Francis LLC | NONE | $92,920 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $36,458 | $0 |