Plan5500

Curtis Products, Inc. 401(K) Plan — Form 5500 plan (Curtis Products, 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 Products, Inc. 401(K) Plan is a benefit plan reported by Curtis Products, Inc. under EIN 35-1040300 and plan number 002. The latest loaded filing year is 2023. The filing reports 182 participants and $2,862,510 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Curtis Products, Inc.
EIN
35-1040300
Plan number
002
Plan type
2
Location
South Bend, IN
Latest filing year
2023
Participants
182
End-of-year plan assets
$2,862,510

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023182H, C20250324092722NAL0009106579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,862,510
Total liabilities (EOY)
$2,595
Net assets (EOY)
$2,859,915
Net assets (BOY)
$2,411,521

Income & contributions

Participant contributions
$115,702
Total contributions
$115,702
Total income / additions
$691,202

Expenses & distributions

Benefits paid
$202,099
Administrative expenses
$40,709
Total expenses
$242,808
Net increase / (decrease)
$448,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
1st Source BankTRUSTEE$28,709not reported in the loaded dataset2023
Kruggel Lawton & Co., LLCAUDITOR$12,000not reported in the loaded dataset2023

Related Form 5500 pages