2023 Form 5500 filing — Curtis Bay Energy, Inc. 401k 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 20241015144918NAL0014879875001) for Curtis Bay Energy, Inc. 401k Retirement Plan, reported by Curtis Bay Energy, Inc. under EIN 52-1770031 and plan number 001. It reports 491 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144918NAL0014879875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Curtis Bay Energy, Inc.
- EIN
- 52-1770031
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 491
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,748,963
- Total liabilities (EOY)
- $432
- Net assets (EOY)
- $4,748,531
- Employer contributions
- $234,589
- Participant contributions
- $946,549
- Total income / additions
- $1,988,611
- Benefits paid
- $604,152
- Administrative expenses
- $40,400
- Total expenses
- $644,552
- Net increase / (decrease)
- $1,344,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $23,033 | $0 |
| Valley Forge Investment Consultants | INVESTMENT ADVISOR | $18,780 | not reported in the loaded dataset |
| Valley Forge Pension Mngt | CONTRACT ADMIN | $8,771 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,416 | not reported in the loaded dataset |