2023 Form 5500 filing — Curi 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 20241014080825NAL0025695601001) for Curi 401(K) Plan, reported by Curi Management Company, LLC under EIN 88-1195406 and plan number 003. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014080825NAL0025695601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Curi Management Company, LLC
- EIN
- 88-1195406
- Plan number
- 003
- Location
- Raleigh, NC
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,729,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,729,252
- Employer contributions
- $4,057,477
- Participant contributions
- $2,412,835
- Total income / additions
- $16,669,552
- Benefits paid
- $4,869,728
- Administrative expenses
- $39,902
- Total expenses
- $4,923,783
- Net increase / (decrease)
- $11,745,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $26,687 | $0 |
| Gilliam Bell Moser, Llp | TPA | $6,917 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $6,298 | not reported in the loaded dataset |
| Great-West Life & Annuity Company | RECORDKEEPER | $0 | $0 |