Plan5500

Courtesy Corporation 401(K) Plan — Form 5500 plan (Courtesy 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, Courtesy Corporation 401(K) Plan is a benefit plan reported by Courtesy Corporation under EIN 39-0963146 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,016 participants and $3,688,874 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Courtesy Corporation
EIN
39-0963146
Plan number
001
Plan type
2
Location
Onalaska, WI
Latest filing year
2023
Participants
1,016
End-of-year plan assets
$3,688,874

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,016H, C20240920130823NAL0010446032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,688,874
Total liabilities (EOY)
$0
Net assets (EOY)
$3,688,874
Net assets (BOY)
$3,070,050

Income & contributions

Participant contributions
$416,563
Total contributions
$424,380
Total income / additions
$988,561

Expenses & distributions

Benefits paid
$332,526
Administrative expenses
$24,663
Total expenses
$369,737
Net increase / (decrease)
$618,824

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trust Point Inc.NONE$24,663not reported in the loaded dataset2023

Related Form 5500 pages