2023 Form 5500 filing — Curtis Instruments, Inc. 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 20250911144626NAL0000303555001) for Curtis Instruments, Inc. 401(K) Retirement Plan, reported by Curtis Instruments, Inc. under EIN 13-1933394 and plan number 001. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250911144626NAL0000303555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Curtis Instruments, Inc.
- EIN
- 13-1933394
- Plan number
- 001
- Location
- Mount Kisco, NY
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,350,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,350,155
- Employer contributions
- $1,468,022
- Participant contributions
- $3,122,466
- Total income / additions
- $21,503,351
- Benefits paid
- $8,194,123
- Administrative expenses
- $198,755
- Total expenses
- $8,392,878
- Net increase / (decrease)
- $13,110,473
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $96,577 | not reported in the loaded dataset |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $53,365 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $39,678 | $0 |
| Cohnreznick Llp | AUDITOR | $9,135 | not reported in the loaded dataset |