Curtain Wall Design & Consulting Inc. Employees Savings Plan — Form 5500 plan (Curtain Wall Design & Consulting 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, Curtain Wall Design & Consulting Inc. Employees Savings Plan is a benefit plan reported by Curtain Wall Design & Consulting Inc. under EIN 75-1425924 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $54,253,210 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Curtain Wall Design & Consulting Inc.
- EIN
- 75-1425924
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $54,253,210
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20250508154219NAL0027345186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,253,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,253,210
- Net assets (BOY)
- $44,490,500
Income & contributions
- Employer contributions
- $2,672,406
- Participant contributions
- $1,921,707
- Total contributions
- $4,598,937
- Total income / additions
- $13,041,743
Expenses & distributions
- Benefits paid
- $3,167,892
- Administrative expenses
- $114,778
- Total expenses
- $3,279,033
- Net increase / (decrease)
- $9,762,710
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| World Investment Advisors LLC | INVESTMENT ADVISOR | $66,735 | not reported in the loaded dataset | 2023 |
| Phillip V George Dba Phillip V Geor | AUDITOR | $8,500 | not reported in the loaded dataset | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $1,268 | $0 | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $6 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Curtain Wall Design & Consulting Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- World Investment Advisors LLC — Schedule C compensation
- Phillip V George Dba Phillip V Geor — Schedule C compensation
- Jpmorgan Invest Holdings LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation