Currie/Curfin Motors 401(K) Plan — Form 5500 plan (Currie/Curfin Motors)
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, Currie/Curfin Motors 401(K) Plan is a benefit plan reported by Currie/Curfin Motors under EIN 36-3315979 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $24,668,931 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Currie/Curfin Motors
- EIN
- 36-3315979
- Plan number
- 001
- Plan type
- 2
- Location
- Forest Park, IL
- Latest filing year
- 2023
- Participants
- 395
- End-of-year plan assets
- $24,668,931
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 395 | H, C | 20241008151415NAL0009823779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,668,931
- Net assets (EOY)
- $24,668,931
- Net assets (BOY)
- $20,665,639
Income & contributions
- Employer contributions
- $252,498
- Participant contributions
- $1,512,731
- Total contributions
- $1,772,684
- Total income / additions
- $6,329,407
Expenses & distributions
- Benefits paid
- $2,260,238
- Administrative expenses
- $65,877
- Total expenses
- $2,326,115
- Net increase / (decrease)
- $4,003,292
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Grey Investment Planning Corp | INVESTMENT ADVISORY-PLAN | $39,786 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $26,091 | $0 | 2023 |