2023 Form 5500 filing — Currie/Curfin Motors 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 20241008151415NAL0009823779001) for Currie/Curfin Motors 401(K) Plan, reported by Currie/Curfin Motors under EIN 36-3315979 and plan number 001. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008151415NAL0009823779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Currie/Curfin Motors
- EIN
- 36-3315979
- Plan number
- 001
- Location
- Forest Park, IL
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,668,931
- Net assets (EOY)
- $24,668,931
- Employer contributions
- $252,498
- Participant contributions
- $1,512,731
- Total income / additions
- $6,329,407
- Benefits paid
- $2,260,238
- Administrative expenses
- $65,877
- Total expenses
- $2,326,115
- Net increase / (decrease)
- $4,003,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Grey Investment Planning Corp | INVESTMENT ADVISORY-PLAN | $39,786 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $26,091 | $0 |