2023 Form 5500 filing — Curbell, Inc. 401(K) 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 20241010092507NAL0011331891001) for Curbell, Inc. 401(K) Plan, reported by Curbell, Inc under EIN 16-0725141 and plan number 002. It reports 586 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092507NAL0011331891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Curbell, Inc
- EIN
- 16-0725141
- Plan number
- 002
- Location
- Orchard Park, NY
- Participants
- 586
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,874,739
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,874,739
- Employer contributions
- $1,180,939
- Participant contributions
- $3,251,752
- Total income / additions
- $14,104,374
- Benefits paid
- $4,593,938
- Administrative expenses
- $72,294
- Total expenses
- $4,666,232
- Net increase / (decrease)
- $9,438,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $51,313 | $0 |
| Newport Trust Company | TRUSTEE | $15,596 | not reported in the loaded dataset |
| The Angell Pension Group, Inc | THIRD PARTY ADMIN | $5,385 | not reported in the loaded dataset |