Currier Mccabe & Associates Inc 401k Profit Sharing Plan Plan & Trust — Form 5500 plan (Currier, Mccabe & Associates, 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, Currier Mccabe & Associates Inc 401k Profit Sharing Plan Plan & Trust is a benefit plan reported by Currier, Mccabe & Associates, Inc. under EIN 22-2580799 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $35,408,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Currier, Mccabe & Associates, Inc.
- EIN
- 22-2580799
- Plan number
- 001
- Plan type
- 2
- Location
- Latham, NY
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $35,408,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20240819111616NAL0001422897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,408,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,408,660
- Net assets (BOY)
- $31,540,506
Income & contributions
- Employer contributions
- $294,684
- Participant contributions
- $1,864,094
- Total contributions
- $2,685,139
- Total income / additions
- $7,986,947
Expenses & distributions
- Benefits paid
- $4,064,008
- Administrative expenses
- $54,785
- Total expenses
- $4,118,793
- Net increase / (decrease)
- $3,868,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension Consultants | THIRD PARTY ADMINISTRATO | $3,577 | $17,485 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $20,335 | $0 | 2023 |
| Merrill Lynch Pierce Fenner And S | CONSULTANT | $17,338 | $5 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Currier, Mccabe & Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Latham, NY
- Pension Consultants — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner And S — Schedule C compensation