2023 Form 5500 filing — Currier Mccabe & Associates Inc 401k Profit Sharing Plan Plan & Trust
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 20240819111616NAL0001422897001) for Currier Mccabe & Associates Inc 401k Profit Sharing Plan Plan & Trust, reported by Currier, Mccabe & Associates, Inc. under EIN 22-2580799 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819111616NAL0001422897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Currier, Mccabe & Associates, Inc.
- EIN
- 22-2580799
- Plan number
- 001
- Location
- Latham, NY
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,408,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,408,660
- Employer contributions
- $294,684
- Participant contributions
- $1,864,094
- Total income / additions
- $7,986,947
- Benefits paid
- $4,064,008
- Administrative expenses
- $54,785
- Total expenses
- $4,118,793
- Net increase / (decrease)
- $3,868,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Consultants | THIRD PARTY ADMINISTRATO | $3,577 | $17,485 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,335 | $0 |
| Merrill Lynch Pierce Fenner And S | CONSULTANT | $17,338 | $5 |