2023 Form 5500 filing — Curate Partners LLC 401 K Profit Sharing 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 20241001100916NAL0012086496001) for Curate Partners LLC 401 K Profit Sharing Plan Trust, reported by Curate Partners LLC under EIN 46-5538719 and plan number 001. It reports 419 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)$4.5MReported net assets$4,462,094
Participants419
Provider compensation$64.4K3 Schedule C row(s)$64,359
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001100916NAL0012086496001
- Plan sponsor
- Curate Partners LLC
- EIN
- 46-5538719
- Plan number
- 001
- Location
- Woburn, MA
- Received date
- not reported in the loaded dataset
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)$4.5M total assets
Net assets$4.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,462,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,462,094
- Participant contributions
- $1,113,164
- Total income / additions
- $1,889,787
- Benefits paid
- $959,169
- Administrative expenses
- $36,648
- Total expenses
- $995,817
- Net increase / (decrease)
- $893,970
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Angell Pension Group Inc | CONTRACT ADMIN | $23,519 | $0 |
| Mayflower Financial Advisors LLC | INVESTMENT ADVISOR | $21,196 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $19,644 | $0 |