Plan5500

Curt G. Joa, Inc. Employees Trust Fund — Form 5500 plan (Curt G. Joa, 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, Curt G. Joa, Inc. Employees Trust Fund is a benefit plan reported by Curt G. Joa, Inc. under EIN 39-0376520 and plan number 001. The latest loaded filing year is 2023. The filing reports 391 participants and $76,896,585 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Curt G. Joa, Inc.
EIN
39-0376520
Plan number
001
Plan type
2
Location
Sheboygan Falls, WI
Latest filing year
2023
Participants
391
End-of-year plan assets
$76,896,585

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023391H, C20240815123559NAL0007487235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$76,896,585
Total liabilities (EOY)
$0
Net assets (EOY)
$76,896,585
Net assets (BOY)
$69,615,917

Income & contributions

Employer contributions
$790,686
Participant contributions
$1,955,777
Total contributions
$2,787,114
Total income / additions
$13,571,872

Expenses & distributions

Benefits paid
$6,076,620
Administrative expenses
$214,584
Total expenses
$6,291,204
Net increase / (decrease)
$7,280,668

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Francis LLCNONE$92,920not reported in the loaded dataset2023
Empower Annuity Insurance Company ONONE$36,458$02023

Related Form 5500 pages