2023 Form 5500 filing — Curbell, Inc. 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 20241010092507NAL0011331891001) for Curbell, Inc. 401(K) Plan, reported by Curbell, Inc under EIN 16-0725141 and plan number 002. It reports 586 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)$69.9MReported net assets$69,874,739
Participants586
Provider compensation$72.3K3 Schedule C row(s)$72,294
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010092507NAL0011331891001
- Plan sponsor
- Curbell, Inc
- EIN
- 16-0725141
- Plan number
- 002
- Location
- Orchard Park, NY
- 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)$69.9M total assets
Net assets$69.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $69,874,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,874,739
- Employer contributions
- $1,180,939
- Participant contributions
- $3,251,752
- Total income / additions
- $14,104,374
- Benefits paid
- $4,593,938
- Administrative expenses
- $72,294
- Total expenses
- $4,666,232
- Net increase / (decrease)
- $9,438,142
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $51,313 | $0 |
| Newport Trust Company | TRUSTEE | $15,596 | not reported in the loaded dataset |
| The Angell Pension Group, Inc | THIRD PARTY ADMIN | $5,385 | not reported in the loaded dataset |