Curtis Bay Energy, Inc. 401k Retirement Plan — Form 5500 plan (Curtis Bay Energy, 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, Curtis Bay Energy, Inc. 401k Retirement Plan is a benefit plan reported by Curtis Bay Energy, Inc. under EIN 52-1770031 and plan number 001. The latest loaded filing year is 2023. The filing reports 491 participants and $4,748,963 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Curtis Bay Energy, Inc.
- EIN
- 52-1770031
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 491
- End-of-year plan assets
- $4,748,963
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 491 | H, C | 20241015144918NAL0014879875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,748,963
- Total liabilities (EOY)
- $432
- Net assets (EOY)
- $4,748,531
- Net assets (BOY)
- $3,404,472
Income & contributions
- Employer contributions
- $234,589
- Participant contributions
- $946,549
- Total contributions
- $1,382,545
- Total income / additions
- $1,988,611
Expenses & distributions
- Benefits paid
- $604,152
- Administrative expenses
- $40,400
- Total expenses
- $644,552
- Net increase / (decrease)
- $1,344,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $23,033 | $0 | 2023 |
| Valley Forge Investment Consultants | INVESTMENT ADVISOR | $18,780 | not reported in the loaded dataset | 2023 |
| Valley Forge Pension Mngt | CONTRACT ADMIN | $8,771 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,416 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Curtis Bay Energy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Empower Annuity Insurance Company — Schedule C compensation
- Valley Forge Investment Consultants — Schedule C compensation
- Valley Forge Pension Mngt — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation