2023 Form 5500 filing — Curtin Maritime 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 20241007115448NAL0026064464001) for Curtin Maritime 401(K) Profit Sharing Plan & Trust, reported by Curtin Maritime under EIN 33-0781701 and plan number 001. It reports 295 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)$5.9MReported net assets$5,927,119
Participants295
Provider compensation$37.2K2 Schedule C row(s)$37,225
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007115448NAL0026064464001
Plan sponsor
Curtin Maritime
EIN
33-0781701
Plan number
001
Location
Long Beach, CA
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)$5.9M total assets
Net assets$5.9MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$624K
Benefits paid / distributions$583.6K
Contributions
Employer$227.8K
Participant$1.5M
Full reported line items
Total assets (EOY)
$5,927,119
Total liabilities (EOY)
$0
Net assets (EOY)
$5,927,119
Employer contributions
$227,839
Participant contributions
$1,513,983
Total income / additions
$2,647,548
Benefits paid
$583,629
Administrative expenses
$37,725
Total expenses
$623,974
Net increase / (decrease)
$2,023,574
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $22.2K
  2. 2
    RECORDKEEPER · Direct $15K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007115448NAL0026064464001 cover?
It is the 2023 Form 5500 filing for Curtin Maritime 401(K) Profit Sharing Plan & Trust, reported by Curtin Maritime (EIN 33-0781701).
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