2023 Form 5500 filing — Currie Group 401(K) 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 20241015091622NAL0029107537002) for Currie Group 401(K) Retirement Plan, reported by Bill Currie Ford, Inc. under EIN 59-0910014 and plan number 001. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091622NAL0029107537002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Bill Currie Ford, Inc.
- EIN
- 59-0910014
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,017,077
- Net assets (EOY)
- $13,017,077
- Employer contributions
- $87,225
- Participant contributions
- $1,023,707
- Total income / additions
- $2,814,493
- Benefits paid
- $1,277,489
- Administrative expenses
- $27,024
- Total expenses
- $1,304,513
- Net increase / (decrease)
- $1,509,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research Inc. | BROKER/DEALER | $0 | $18,638 |
| Wells Thomas, LLC | THIRD PARTY ADMINISTRTOR | $0 | $11,004 |
| Voya Retirement Ins. & Annuity Co. | SERVICE PROVIDER | $0 | $0 |