Curate Partners LLC 401 K Profit Sharing Plan Trust — Form 5500 plan (Curate Partners LLC)
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, Curate Partners LLC 401 K Profit Sharing Plan Trust is a benefit plan reported by Curate Partners LLC under EIN 46-5538719 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $4,462,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Curate Partners LLC
- EIN
- 46-5538719
- Plan number
- 001
- Plan type
- 2
- Location
- Woburn, MA
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $4,462,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20241001100916NAL0012086496001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,462,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,462,094
- Net assets (BOY)
- $3,568,124
Income & contributions
- Participant contributions
- $1,113,164
- Total contributions
- $1,264,716
- Total income / additions
- $1,889,787
Expenses & distributions
- Benefits paid
- $959,169
- Administrative expenses
- $36,648
- Total expenses
- $995,817
- Net increase / (decrease)
- $893,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Angell Pension Group Inc | CONTRACT ADMIN | $23,519 | $0 | 2023 |
| Mayflower Financial Advisors LLC | INVESTMENT ADVISOR | $21,196 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $19,644 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Curate Partners LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Woburn, MA
- The Angell Pension Group Inc — Schedule C compensation
- Mayflower Financial Advisors LLC — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation