2023 Form 5500 filing — L.N. Curtis & Sons 401(K) Retirement 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 20241015203350NAL0015378819001) for L.N. Curtis & Sons 401(K) Retirement Plan, reported by L.N. Curtis & Sons under EIN 94-1214350 and plan number 002. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015203350NAL0015378819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- L.N. Curtis & Sons
- EIN
- 94-1214350
- Plan number
- 002
- Location
- Walnut Creek, CA
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,744,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,744,062
- Participant contributions
- $739,790
- Total income / additions
- $2,276,760
- Benefits paid
- $224,321
- Administrative expenses
- $2,216
- Total expenses
- $226,537
- Net increase / (decrease)
- $2,050,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory | NONE | $0 | $23,705 |
| American United Life Insurance Co | NONE | $1,615 | not reported in the loaded dataset |