2023 Form 5500 filing — Curt G. Joa, Inc. Retiree Health Benefit 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 20240927133848NAL0001088963001) for Curt G. Joa, Inc. Retiree Health Benefit Plan, reported by Curt G. Joa, Inc. under EIN 39-0376520 and plan number 506. It reports 96 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240927133848NAL0001088963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Curt G. Joa, Inc.
- EIN
- 39-0376520
- Plan number
- 506
- Location
- Sheboygan Falls, WI
- Participants
- 96
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,394,322
- Net assets (EOY)
- $4,394,322
- Participant contributions
- $29,954
- Total income / additions
- $648,362
- Benefits paid
- $469,517
- Total expenses
- $469,517
- Net increase / (decrease)
- $178,845
- Schedule source
- Schedule I