2023 Form 5500 filing — Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240802063458NAL0015785235001) for Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan, reported by Curtis Lumber Company, Inc under EIN 14-1311618 and plan number 001. It reports 859 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$64.5MReported net assets$64,453,510
Participants859
Provider compensation$171.5K3 Schedule C row(s)$171,456
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240802063458NAL0015785235001
Plan sponsor
Curtis Lumber Company, Inc
EIN
14-1311618
Plan number
001
Location
Ballston Spa, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$64.5M total assets
Net assets$64.5MLiabilities
Money in vs. money out
Total income / additions$14.7M
Total expenses$5.2M
Benefits paid / distributions$5.1M
Contributions
Employer$1.4M
Participant$3.6M
Full reported line items
Total assets (EOY)
$64,453,510
Net assets (EOY)
$64,453,510
Employer contributions
$1,378,371
Participant contributions
$3,553,660
Total income / additions
$14,710,374
Benefits paid
$5,053,762
Administrative expenses
$171,456
Total expenses
$5,225,218
Net increase / (decrease)
$9,485,156
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY · Direct $143.6K
  2. 2
    RECORD KEEPER · Direct $27.9K · Indirect $0
  3. 3
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240802063458NAL0015785235001 cover?
It is the 2023 Form 5500 filing for Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan, reported by Curtis Lumber Company, Inc (EIN 14-1311618).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages