Plan5500

Currie Group 401(K) Retirement Plan — Form 5500 plan (Bill Currie Ford, 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, Currie Group 401(K) Retirement Plan is a benefit plan reported by Bill Currie Ford, Inc. under EIN 59-0910014 and plan number 001. The latest loaded filing year is 2023. The filing reports 378 participants and $13,017,077 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bill Currie Ford, Inc.
EIN
59-0910014
Plan number
001
Plan type
3
Location
Tampa, FL
Latest filing year
2023
Participants
378
End-of-year plan assets
$13,017,077

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023378H, C20241015091622NAL0029107537002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,017,077
Net assets (EOY)
$13,017,077
Net assets (BOY)
$11,507,097

Income & contributions

Employer contributions
$87,225
Participant contributions
$1,023,707
Total contributions
$1,110,932
Total income / additions
$2,814,493

Expenses & distributions

Benefits paid
$1,277,489
Administrative expenses
$27,024
Total expenses
$1,304,513
Net increase / (decrease)
$1,509,980

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment Research Inc.BROKER/DEALER$0$18,6382023
Wells Thomas, LLCTHIRD PARTY ADMINISTRTOR$0$11,0042023
Voya Retirement Ins. & Annuity Co.SERVICE PROVIDER$0$02023

Related Form 5500 pages