2023 Form 5500 filing — Curtis Contracting, Inc. 401(K) Profit Sharing 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 20250327143126NAL0017582241001) for Curtis Contracting, Inc. 401(K) Profit Sharing Plan, reported by Curtis Contracting, Inc. under EIN 54-1325318 and plan number 001. It reports 253 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250327143126NAL0017582241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Curtis Contracting, Inc.
- EIN
- 54-1325318
- Plan number
- 001
- Location
- West Point, VA
- Participants
- 253
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,659,818
- Total liabilities (EOY)
- $2,036
- Net assets (EOY)
- $9,657,782
- Employer contributions
- $786,851
- Participant contributions
- $141,768
- Total income / additions
- $2,358,052
- Benefits paid
- $466,808
- Administrative expenses
- $39,066
- Total expenses
- $511,962
- Net increase / (decrease)
- $1,846,090
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Truist Investment Services | PARTY IN INTEREST | $38,891 | not reported in the loaded dataset |