Curtin Co. Employee Benefits Plan — Form 5500 plan (Curtin Co.)
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, Curtin Co. Employee Benefits Plan is a benefit plan reported by Curtin Co. under EIN 57-0974744 and plan number 501. The latest loaded filing year is 2023. The filing reports 169 participants and $64,143 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Curtin Co.
- EIN
- 57-0974744
- Plan number
- 501
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $64,143
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240904115636NAL0043824850001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,143
- Total liabilities (EOY)
- $340,788
- Net assets (EOY)
- -$276,645
- Net assets (BOY)
- $234,628
Income & contributions
- Employer contributions
- $955,882
- Participant contributions
- $574,122
- Total contributions
- $1,638,681
- Total income / additions
- $1,643,672
Expenses & distributions
- Benefits paid
- $1,948,044
- Administrative expenses
- $206,901
- Total expenses
- $2,154,945
- Net increase / (decrease)
- -$511,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Medcost Benefit Services, LLC | ADMIN | $96,089 | not reported in the loaded dataset | 2023 |
| Ecm Solutions | BROKER | $46,882 | not reported in the loaded dataset | 2023 |
| E. K. Mcconkey & Co., Inc. | BROKER | $31,965 | not reported in the loaded dataset | 2023 |
| The Benecon Group, LLC | BROKER | $31,965 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Curtin Co.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Medcost Benefit Services, LLC — Schedule C compensation
- Ecm Solutions — Schedule C compensation
- E. K. Mcconkey & Co., Inc. — Schedule C compensation
- The Benecon Group, LLC — Schedule C compensation