L.N. Curtis & Sons 401(K) Retirement Plan — Form 5500 plan (L.N. Curtis & Sons)
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, L.N. Curtis & Sons 401(K) Retirement Plan is a benefit plan reported by L.N. Curtis & Sons under EIN 94-1214350 and plan number 002. The latest loaded filing year is 2023. The filing reports 294 participants and $10,744,062 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L.N. Curtis & Sons
- EIN
- 94-1214350
- Plan number
- 002
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $10,744,062
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241015203350NAL0015378819001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,744,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,744,062
- Net assets (BOY)
- $8,693,839
Income & contributions
- Participant contributions
- $739,790
- Total contributions
- $799,629
- Total income / additions
- $2,276,760
Expenses & distributions
- Benefits paid
- $224,321
- Administrative expenses
- $2,216
- Total expenses
- $226,537
- Net increase / (decrease)
- $2,050,223
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory | NONE | $0 | $23,705 | 2023 |
| American United Life Insurance Co | NONE | $1,615 | not reported in the loaded dataset | 2023 |