Curtis Green And Clay Green 401(K) Plan — Form 5500 plan (Curtis Green And Clay Green 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 Green And Clay Green 401(K) Plan is a benefit plan reported by Curtis Green And Clay Green Inc under EIN 61-0709411 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $9,470,617 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.5MPlan net assets, end of year$9,470,617
Participants286Covered participants reported
Assets / participant$33.1KComputed: assets ÷ participants$33,114 (computed)
Provider compensation$82.7K2 Schedule C provider row(s)$82,676
- Plan sponsor
- Curtis Green And Clay Green Inc
- EIN
- 61-0709411
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20250326105000NAL0015791009001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.5M total assets
Net assets$9.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,470,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,470,617
- Net assets (BOY)
- $7,125,922
Income & contributions
- Employer contributions
- $80,096
- Participant contributions
- $1,094,347
- Total contributions
- $1,174,443
- Total income / additions
- $2,713,861
Expenses & distributions
- Benefits paid
- $255,102
- Administrative expenses
- $84,836
- Total expenses
- $369,166
- Net increase / (decrease)
- $2,344,695
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
93%
Employer 7%Participant 93%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $56,376 | $0 | 2023 |
| One Digital Investment Advisors | NONE | $26,300 | not reported in the loaded dataset | 2023 |