2023 Form 5500 filing — Curtis Green And Clay Green 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 20250326105000NAL0015791009001) for Curtis Green And Clay Green 401(K) Plan, reported by Curtis Green And Clay Green Inc under EIN 61-0709411 and plan number 001. It reports 286 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)$9.5MReported net assets$9,470,617
Participants286
Provider compensation$82.7K2 Schedule C row(s)$82,676
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250326105000NAL0015791009001
- Plan sponsor
- Curtis Green And Clay Green Inc
- EIN
- 61-0709411
- Plan number
- 001
- Location
- Lexington, KY
- 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)$9.5M total assets
Net assets$9.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,470,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,470,617
- Employer contributions
- $80,096
- Participant contributions
- $1,094,347
- Total income / additions
- $2,713,861
- Benefits paid
- $255,102
- Administrative expenses
- $84,836
- Total expenses
- $369,166
- Net increase / (decrease)
- $2,344,695
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $56,376 | $0 |
| One Digital Investment Advisors | NONE | $26,300 | not reported in the loaded dataset |