2023 Form 5500 filing — Curtain Wall Design & Consulting Inc. Employees Savings 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 20250508154219NAL0027345186001) for Curtain Wall Design & Consulting Inc. Employees Savings Plan, reported by Curtain Wall Design & Consulting Inc. under EIN 75-1425924 and plan number 001. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250508154219NAL0027345186001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Curtain Wall Design & Consulting Inc.
- EIN
- 75-1425924
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,253,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,253,210
- Employer contributions
- $2,672,406
- Participant contributions
- $1,921,707
- Total income / additions
- $13,041,743
- Benefits paid
- $3,167,892
- Administrative expenses
- $114,778
- Total expenses
- $3,279,033
- Net increase / (decrease)
- $9,762,710
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| World Investment Advisors LLC | INVESTMENT ADVISOR | $66,735 | not reported in the loaded dataset |
| Phillip V George Dba Phillip V Geor | AUDITOR | $8,500 | not reported in the loaded dataset |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $1,268 | $0 |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $6 | not reported in the loaded dataset |