Curtis Instruments, Inc. 401(K) Retirement Plan — Form 5500 plan (Curtis Instruments, Inc.)
Plain-English plan 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, Curtis Instruments, Inc. 401(K) Retirement Plan is a benefit plan reported by Curtis Instruments, Inc. under EIN 13-1933394 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $92,350,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Curtis Instruments, Inc.
- EIN
- 13-1933394
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Kisco, NY
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $92,350,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20250911144626NAL0000303555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,350,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,350,155
- Net assets (BOY)
- $79,239,682
Income & contributions
- Employer contributions
- $1,468,022
- Participant contributions
- $3,122,466
- Total contributions
- $4,750,927
- Total income / additions
- $21,503,351
Expenses & distributions
- Benefits paid
- $8,194,123
- Administrative expenses
- $198,755
- Total expenses
- $8,392,878
- Net increase / (decrease)
- $13,110,473
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $96,577 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $53,365 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $39,678 | $0 | 2023 |
| Cohnreznick Llp | AUDITOR | $9,135 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Curtis Instruments, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Mount Kisco, NY
- Empower Advisory Group, LLC — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Cohnreznick Llp — Schedule C compensation