2023 Form 5500 filing — Curtis C. Gunn, Inc. 401(K) Plan

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 20240917051718NAL0002516385001) for Curtis C. Gunn, Inc. 401(K) Plan, reported by Curtis C. Gunn, Inc. under EIN 74-2143518 and plan number 001. It reports 1,041 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$48.1MReported net assets$48,149,977
Participants1K1,041
Provider compensation$164.3K3 Schedule C row(s)$164,292
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240917051718NAL0002516385001
Plan sponsor
Curtis C. Gunn, Inc.
EIN
74-2143518
Plan number
001
Location
San Antonio, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$48.1M total assets
Net assets$48.1MLiabilities$0
Money in vs. money out
Total income / additions$10.8M
Total expenses$3.2M
Benefits paid / distributions$2.9M
Contributions
Employer$281.4K
Participant$3.5M
Full reported line items
Total assets (EOY)
$48,149,977
Total liabilities (EOY)
$0
Net assets (EOY)
$48,149,977
Employer contributions
$281,369
Participant contributions
$3,457,391
Total income / additions
$10,797,215
Benefits paid
$2,938,658
Administrative expenses
$164,294
Total expenses
$3,172,965
Net increase / (decrease)
$7,624,250
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Adp, Inc.$89.1K
    RECORD KEEPER · Direct $89.1K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $75.1K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917051718NAL0002516385001 cover?
It is the 2023 Form 5500 filing for Curtis C. Gunn, Inc. 401(K) Plan, reported by Curtis C. Gunn, Inc. (EIN 74-2143518).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages