Plan5500

Curbell, Inc. 401(K) Plan — Form 5500 plan (Curbell, Inc)

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, Curbell, Inc. 401(K) Plan is a benefit plan reported by Curbell, Inc under EIN 16-0725141 and plan number 002. The latest loaded filing year is 2023. The filing reports 586 participants and $69,874,739 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Curbell, Inc
EIN
16-0725141
Plan number
002
Plan type
2
Location
Orchard Park, NY
Latest filing year
2023
Participants
586
End-of-year plan assets
$69,874,739

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023586H, C20241010092507NAL0011331891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$69,874,739
Total liabilities (EOY)
$0
Net assets (EOY)
$69,874,739
Net assets (BOY)
$60,436,597

Income & contributions

Employer contributions
$1,180,939
Participant contributions
$3,251,752
Total contributions
$4,946,350
Total income / additions
$14,104,374

Expenses & distributions

Benefits paid
$4,593,938
Administrative expenses
$72,294
Total expenses
$4,666,232
Net increase / (decrease)
$9,438,142

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$51,313$02023
Newport Trust CompanyTRUSTEE$15,596not reported in the loaded dataset2023
The Angell Pension Group, IncTHIRD PARTY ADMIN$5,385not reported in the loaded dataset2023

Related Form 5500 pages