2023 Form 5500 filing — C.A. Curtze Company Employees Growth Profile Retirement 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 20240926131313NAL0001285920001) for C.A. Curtze Company Employees Growth Profile Retirement Plan, reported by C.A. Curtze Company under EIN 25-0925399 and plan number 001. It reports 489 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)$33.7MReported net assets$33,713,004

Participants489

Provider compensation$24.5K2 Schedule C row(s)$24,542

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240926131313NAL0001285920001
Plan sponsor: C.A. Curtze Company
EIN: 25-0925399
Plan number: 001
Location: Erie, PA
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)$33.7M total assets

Net assets$33.7MLiabilities$0

Money in vs. money out

Total income / additions$7.9M

Total expenses$2.7M

Benefits paid / distributions$2.7M

Contributions

Employer$384.3K

Participant$2.1M

Full reported line items

Total assets (EOY): $33,713,004
Total liabilities (EOY): $0
Net assets (EOY): $33,713,004
Employer contributions: $384,321
Participant contributions: $2,133,000
Total income / additions: $7,924,266
Benefits paid: $2,715,432
Administrative expenses: $24,542
Total expenses: $2,739,974
Net increase / (decrease): $5,184,292

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$14.2K
RECORDKEEPER · Direct $14.2K · Indirect $0
2
Strategic Advisors, Inc.$10.4K
ADVISOR · Direct $10.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926131313NAL0001285920001 cover?: It is the 2023 Form 5500 filing for C.A. Curtze Company Employees Growth Profile Retirement Plan, reported by C.A. Curtze Company (EIN 25-0925399).
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).