The Curry Automotive Group 401(K) Savings Plan — Form 5500 plan (Curry Management Corporation)
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, The Curry Automotive Group 401(K) Savings Plan is a benefit plan reported by Curry Management Corporation under EIN 20-2090375 and plan number 001. The latest loaded filing year is 2023. The filing reports 623 participants and $33,761,568 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Curry Management Corporation
- EIN
- 20-2090375
- Plan number
- 001
- Plan type
- 2
- Location
- Scarsdale, NY
- Latest filing year
- 2023
- Participants
- 623
- End-of-year plan assets
- $33,761,568
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 623 | H, C | 20241015165318NAL0058812002001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,761,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,761,568
- Net assets (BOY)
- $29,573,339
Income & contributions
- Employer contributions
- $251,658
- Participant contributions
- $2,358,318
- Total contributions
- $2,635,199
- Total income / additions
- $7,196,145
Expenses & distributions
- Benefits paid
- $2,950,143
- Administrative expenses
- $5,233
- Total expenses
- $3,007,916
- Net increase / (decrease)
- $4,188,229
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | ADVISOR | $0 | $75,699 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$6,267 | $0 | 2023 |