Curry College Defined Contribution Retirement Plan — Form 5500 plan (Curry College)

Plain-English plan 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, Curry College Defined Contribution Retirement Plan is a benefit plan reported by Curry College under EIN 04-2199867 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,116 participants and $136,386,608 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Curry College
EIN
04-2199867
Plan number
001
Plan type
2
Location
Milton, MA
Latest filing year
2023
Participants
1,116
End-of-year plan assets
$136,386,608

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,116H, C20240628134601NAL0000468851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$136,386,608
Total liabilities (EOY)
$0
Net assets (EOY)
$136,386,608
Net assets (BOY)
$131,052,722

Income & contributions

Employer contributions
$663,436
Participant contributions
$751,117
Total contributions
$1,544,192
Total income / additions
$7,839,399

Expenses & distributions

Benefits paid
$2,436,165
Administrative expenses
$21,098
Total expenses
$2,505,513
Net increase / (decrease)
$5,333,886

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient AdvisorsSERVICE PROVIDER$18,025not reported in the loaded dataset2023

Related Form 5500 pages