2023 Form 5500 filing — The Curtis Institute Of Music 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 20241003123956NAL0009850865001) for The Curtis Institute Of Music Retirement Plan, reported by The Curtis Institute Of Music under EIN 23-1585611 and plan number 003. It reports 134 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)$11.7MReported net assets$11,705,888
Participants134
Provider compensation$251 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003123956NAL0009850865001
Plan sponsor
The Curtis Institute Of Music
EIN
23-1585611
Plan number
003
Location
Philadelphia, 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)$11.7M total assets
Net assets$11.7MLiabilities$0
Money in vs. money out
Total income / additions$3.2M
Total expenses$814.7K
Benefits paid / distributions$814.7K
Contributions
Employer$337.2K
Participant$408.3K
Full reported line items
Total assets (EOY)
$11,705,888
Total liabilities (EOY)
$0
Net assets (EOY)
$11,705,888
Employer contributions
$337,169
Participant contributions
$408,312
Total income / additions
$3,166,297
Benefits paid
$814,697
Administrative expenses
$25
Total expenses
$814,722
Net increase / (decrease)
$2,351,575
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $25 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003123956NAL0009850865001 cover?
It is the 2023 Form 5500 filing for The Curtis Institute Of Music Retirement Plan, reported by The Curtis Institute Of Music (EIN 23-1585611).
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