Curt G. Joa, Inc. Retiree Health Benefit Plan — Form 5500 plan (Curt G. Joa, 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, Curt G. Joa, Inc. Retiree Health Benefit Plan is a benefit plan reported by Curt G. Joa, Inc. under EIN 39-0376520 and plan number 506. The latest loaded filing year is 2023. The filing reports 96 participants and $4,394,322 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Curt G. Joa, Inc.
- EIN
- 39-0376520
- Plan number
- 506
- Plan type
- 2
- Location
- Sheboygan Falls, WI
- Latest filing year
- 2023
- Participants
- 96
- End-of-year plan assets
- $4,394,322
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 96 | I | 20240927133848NAL0001088963001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,394,322
- Net assets (EOY)
- $4,394,322
- Net assets (BOY)
- $4,215,477
Income & contributions
- Participant contributions
- $29,954
- Total income / additions
- $648,362
Expenses & distributions
- Benefits paid
- $469,517
- Total expenses
- $469,517
- Net increase / (decrease)
- $178,845
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.