Plan5500

Curtis Squire, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Squire, Inc. (EIN 41-0661668) is a plan sponsor located in Eden Prairie, MN with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-0661668
Location
Eden Prairie, MN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Curtis Squire, Inc.

  • 3 loaded plans hold $14.9M in reported assets.
  • The largest, Curtis Squire, Inc. Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 745 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.8MSummed across loaded plans$14,834,711
Total reported assets$14.9M$14,852,862
Total reported participants745
Total reported liabilities$18.2K$18,151

Reported net position

Reported assets = net assets + liabilities (summed)$14.9M total assets
Net assets$14.8MLiabilities$18.2K
Contributions & income
Employer contributions$414.4K
Participant contributions$1.2M
Total income / additions$3.7M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.2M
Net increase / (decrease)$2.5M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Curtis Squire, Inc. Retirement Savings Plan
Participants per plan248Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Curtis Squire, Inc. Retirement Savings Plan$14.9M
    Plan #001 · 398 participants · 2023
  2. 2
    Curtis Squire, Inc. Comprehensive Health & Welfare Benefits Plannot reported in the loaded dataset
    Plan #511 · 212 participants · 2023
  3. 3
    Proximalnot reported in the loaded dataset
    Plan #501 · 135 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Curtis Squire, Inc.. Open one for its full reported snapshot.

  1. 2023
    Proximal135 participants · 2No schedules
    View filing →
  2. 2023
    Curtis Squire, Inc. Comprehensive Health & Welfare Benefits Plan212 participants · 2No schedules
    View filing →
  3. 2023
    Curtis Squire, Inc. Retirement Savings Plan398 participants · 3Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Curtis Squire, Inc. report on Form 5500?
Curtis Squire, Inc. (EIN 41-0661668) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Curtis Squire, Inc.?
The Employer Identification Number (EIN) reported for Curtis Squire, Inc. is 41-0661668.
What is the latest Form 5500 filing year for Curtis Squire, Inc.?
The latest loaded Form 5500 filing year for Curtis Squire, Inc. is 2023.

Related Form 5500 pages